+531.8%
FAST vs RIO
+353.3%
+178.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.1% |
| 7D | +4.8% | +3.6% | +1.2% | +3.7% |
| 30D | +8.6% | -10.8% | +19.4% | +12.1% |
| 3M | +5.7% | -15.2% | +20.9% | +10.6% |
| 6M | +25.5% | -18.0% | +43.5% | +31.9% |
| YTD | +39.6% | +11.0% | +28.6% | +33.0% |
| 1Y | +35.5% | +26.4% | +9.1% | +24.0% |
| 3Y | +96.2% | +54.4% | +41.8% | +65.7% |
| 5Y | +110.2% | +98.1% | +12.1% | +55.9% |
| 10Y | +531.8% | +358.5% | +173.3% | +225.6% |
| All | +531.8% | +353.3% | +178.5% | +225.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling