+1,313.1%
BP vs RIO
+4,925.9%
-3,612.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.3% |
| 7D | -0.8% | +0.5% | -1.3% | -1.0% |
| 30D | -3.1% | -9.9% | +6.7% | +0.2% |
| 3M | +6.2% | -14.0% | +20.2% | +11.4% |
| 6M | +4.8% | -19.5% | +24.3% | +11.9% |
| YTD | +35.2% | +11.5% | +23.6% | +27.0% |
| 1Y | +27.4% | +26.9% | +0.5% | +14.1% |
| 3Y | +49.8% | +55.1% | -5.4% | +23.3% |
| 5Y | +109.4% | +90.7% | +18.7% | +58.2% |
| 10Y | +135.7% | +363.3% | -227.6% | +31.3% |
| All | +1,313.1% | +4,925.9% | -3,612.8% | +259.4% |
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