+25.6%
HAL vs RIO
+29.3%
-3.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.6% | -6.7% | -3.6% |
| 7D | -7.7% | -1.6% | -6.1% | -7.5% |
| 30D | +0.7% | -11.6% | +12.3% | +2.5% |
| 3M | +2.5% | -12.7% | +15.2% | +4.3% |
| 6M | -20.7% | -12.4% | -8.3% | -19.2% |
| YTD | +18.4% | +11.0% | +7.4% | +11.4% |
| 1Y | +25.6% | +30.8% | -5.3% | +9.7% |
| All | +25.6% | +29.3% | -3.8% | +9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling