+109.7%
HAL vs RIO
+97.3%
+12.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -1.0% |
| 7D | +0.5% | +1.9% | -1.5% | -0.5% |
| 30D | +15.9% | +5.0% | +11.0% | +12.8% |
| 3M | -8.7% | +5.1% | -13.8% | -11.8% |
| 6M | +9.0% | +17.6% | -8.6% | -2.7% |
| YTD | +32.0% | +36.3% | -4.3% | +6.7% |
| 1Y | +72.5% | +71.2% | +1.3% | +20.3% |
| 3Y | -4.5% | +102.7% | -107.2% | -42.2% |
| 5Y | +109.7% | +99.6% | +10.1% | +25.3% |
| All | +109.7% | +97.3% | +12.4% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling