+474.4%
BKR vs RIO
+5,778.8%
-5,304.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.2% | -2.5% | -4.8% |
| 7D | -6.7% | -3.4% | -3.3% | -5.2% |
| 30D | -8.3% | +0.6% | -8.9% | -8.7% |
| 3M | -5.4% | +2.5% | -7.9% | -6.9% |
| 6M | +0.8% | +10.8% | -10.0% | -4.8% |
| YTD | +31.8% | +30.5% | +1.4% | +15.4% |
| 1Y | +28.6% | +68.1% | -39.6% | +0.3% |
| 3Y | +71.2% | +94.0% | -22.8% | +23.3% |
| 5Y | +179.2% | +92.0% | +87.2% | +97.7% |
| 10Y | +124.0% | +589.0% | -465.1% | -8.4% |
| All | +474.4% | +5,778.8% | -5,304.4% | +36.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling