+449.0%
HAL vs RIO
+4,925.9%
-4,476.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.5% | +2.8% | +3.1% |
| 7D | -0.2% | +0.5% | -0.7% | -0.5% |
| 30D | +1.0% | -9.9% | +10.9% | +5.9% |
| 3M | -2.1% | -14.0% | +11.9% | +4.7% |
| 6M | -17.5% | -19.5% | +2.0% | -9.7% |
| YTD | +18.1% | +11.5% | +6.6% | +8.9% |
| 1Y | +19.7% | +26.9% | -7.2% | +3.5% |
| 3Y | -7.9% | +55.1% | -63.1% | -28.8% |
| 5Y | +53.1% | +90.7% | -37.6% | +6.6% |
| 10Y | -16.8% | +363.3% | -380.1% | -59.8% |
| All | +449.0% | +4,925.9% | -4,476.9% | +33.7% |
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