+51,392.0%
FAST vs RIO
+4,852.5%
+46,539.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +2.1% | +2.2% | -0.2% | +1.4% |
| 30D | +6.9% | -10.1% | +17.0% | +10.0% |
| 3M | +4.8% | -14.1% | +19.0% | +9.1% |
| 6M | +19.8% | -18.9% | +38.7% | +26.0% |
| YTD | +34.9% | +9.9% | +25.0% | +29.7% |
| 1Y | +32.8% | +27.0% | +5.8% | +22.5% |
| 3Y | +93.7% | +50.1% | +43.7% | +68.2% |
| 5Y | +105.3% | +95.3% | +10.0% | +60.6% |
| 10Y | +595.4% | +425.9% | +169.5% | +297.2% |
| All | +51,392.0% | +4,852.5% | +46,539.5% | +14,015.2% |
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