+28,300.9%
GD vs RIO
+4,901.6%
+23,399.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.6% | -6.2% | -3.3% |
| 7D | +3.0% | -1.6% | +4.6% | +3.2% |
| 30D | +10.5% | -11.6% | +22.1% | +13.1% |
| 3M | -5.0% | -12.7% | +7.8% | -2.7% |
| 6M | +5.5% | -12.4% | +17.9% | +7.6% |
| YTD | +10.3% | +11.0% | -0.7% | +6.9% |
| 1Y | +8.2% | +30.8% | -22.7% | +1.4% |
| 3Y | +59.0% | +52.4% | +6.6% | +43.2% |
| 5Y | +104.3% | +96.4% | +7.8% | +71.7% |
| 10Y | +202.4% | +431.1% | -228.7% | +106.4% |
| All | +28,300.9% | +4,901.6% | +23,399.3% | +13,804.5% |
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