+27.7%
BKR vs RIO
+69.4%
-41.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.8% |
| 7D | -7.0% | -3.2% | -3.8% | -5.9% |
| 30D | -8.1% | +0.9% | -9.0% | -8.4% |
| 3M | -6.6% | -1.4% | -5.2% | -6.1% |
| 6M | +0.9% | +10.9% | -10.1% | -3.1% |
| YTD | +31.1% | +31.2% | -0.1% | +16.1% |
| 1Y | +27.7% | +67.9% | -40.2% | +4.5% |
| All | +27.7% | +69.4% | -41.7% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling