+2,686.3%
GE vs RIO
+4,825.9%
-2,139.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.9% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | +7.6% | -10.5% | +18.1% | +11.1% |
| 3M | -9.3% | -15.9% | +6.6% | -4.8% |
| 6M | +11.5% | -22.3% | +33.8% | +19.5% |
| YTD | +7.9% | +9.3% | -1.5% | +4.3% |
| 1Y | +7.6% | +23.0% | -15.4% | +0.5% |
| 3Y | +265.9% | +52.1% | +213.8% | +216.4% |
| 5Y | +405.9% | +88.9% | +317.1% | +303.2% |
| 10Y | +149.6% | +354.1% | -204.5% | +53.7% |
| All | +2,686.3% | +4,825.9% | -2,139.6% | +802.7% |
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 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