+52.5%
DAL vs RIO
+27.0%
+25.4%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +1.9% |
| 7D | +8.8% | +2.2% | +6.5% | +8.0% |
| 30D | +5.4% | -10.1% | +15.5% | +9.2% |
| 3M | -4.9% | -14.1% | +9.2% | -0.2% |
| 6M | +19.8% | -18.9% | +38.7% | +28.1% |
| YTD | +27.0% | +9.9% | +17.1% | +16.2% |
| 1Y | +52.5% | +27.0% | +25.5% | +14.7% |
| All | +52.5% | +27.0% | +25.4% | +14.7% |
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