+9,196.0%
CI vs RIO
+5,009.8%
+4,186.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.5% | -0.1% |
| 7D | +0.1% | +4.4% | -4.3% | -0.9% |
| 30D | +4.7% | -8.9% | +13.5% | +6.8% |
| 3M | +5.2% | -12.7% | +17.9% | +8.3% |
| 6M | +3.8% | -16.2% | +20.0% | +7.4% |
| YTD | +9.2% | +13.4% | -4.2% | +4.5% |
| 1Y | +14.3% | +30.9% | -16.6% | +5.5% |
| 3Y | +8.4% | +60.2% | -51.7% | -6.2% |
| 5Y | +50.0% | +98.9% | -48.9% | +19.9% |
| 10Y | +142.2% | +381.4% | -239.2% | +52.3% |
| All | +9,196.0% | +5,009.8% | +4,186.2% | +3,063.5% |
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 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