+1.9%
HON vs RIO
+90.3%
-88.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -0.3% |
| 7D | -2.6% | -3.4% | +0.7% | -1.8% |
| 30D | -11.9% | +0.6% | -12.5% | -12.1% |
| 3M | -6.1% | +2.5% | -8.6% | -6.9% |
| 6M | -19.2% | +10.8% | -30.0% | -21.4% |
| YTD | +0.2% | +30.5% | -30.3% | -6.4% |
| 1Y | -1.5% | +68.1% | -69.6% | -13.3% |
| 3Y | +17.9% | +94.0% | -76.1% | -0.9% |
| 5Y | +1.9% | +92.0% | -90.1% | -13.8% |
| All | +1.9% | +90.3% | -88.4% | -13.8% |
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