+74.2%
HAL vs RIO
+71.3%
+2.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -1.3% | +1.0% | -2.3% | -1.4% |
| 30D | +10.9% | +4.0% | +6.9% | +10.2% |
| 3M | -5.8% | +4.5% | -10.4% | -6.2% |
| 6M | +8.1% | +17.3% | -9.2% | +4.7% |
| YTD | +33.2% | +36.2% | -3.0% | +23.6% |
| 1Y | +74.2% | +76.1% | -2.0% | +58.0% |
| All | +74.2% | +71.3% | +2.8% | +58.0% |
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