+11,791.0%
GOOGL vs RIO
+1,063.5%
+10,727.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | +3.9% | -0.9% | +4.8% | +4.1% |
| 30D | -14.9% | -9.1% | -5.8% | -12.8% |
| 3M | -14.6% | -13.7% | -0.9% | -11.5% |
| 6M | -26.4% | -24.3% | -2.1% | -21.5% |
| YTD | -5.3% | +8.9% | -14.2% | -7.9% |
| 1Y | +6.5% | +22.7% | -16.2% | +0.6% |
| 3Y | +126.0% | +51.2% | +74.9% | +101.5% |
| 5Y | +100.8% | +88.1% | +12.7% | +66.5% |
| 10Y | +673.8% | +352.3% | +321.5% | +412.1% |
| All | +11,791.0% | +1,063.5% | +10,727.5% | +5,058.6% |
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 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