+1,227.8%
BE vs RIO
+101.7%
+1,126.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | +23.9% | +1.0% | +23.0% | +23.1% |
| 30D | +27.8% | +4.0% | +23.8% | +24.0% |
| 3M | +3.7% | +4.5% | -0.8% | +1.0% |
| 6M | +78.0% | +17.3% | +60.6% | +59.6% |
| YTD | +209.9% | +36.2% | +173.7% | +152.4% |
| 1Y | +389.6% | +76.1% | +313.5% | +235.0% |
| 3Y | +1,730.6% | +102.5% | +1,628.1% | +1,021.9% |
| 5Y | +1,227.8% | +103.5% | +1,124.3% | +674.2% |
| All | +1,227.8% | +101.7% | +1,126.1% | +674.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling