+5,283.8%
HON vs RIO
+6,041.4%
-757.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | -0.8% | +1.9% | -2.8% | -1.4% |
| 30D | -15.2% | +5.0% | -20.1% | -16.6% |
| 3M | -6.0% | +5.1% | -11.1% | -7.7% |
| 6M | -14.9% | +17.6% | -32.5% | -19.5% |
| YTD | +3.2% | +36.3% | -33.1% | -7.2% |
| 1Y | 0.0% | +71.2% | -71.2% | -16.4% |
| 3Y | +21.5% | +102.7% | -81.2% | -5.2% |
| 5Y | +4.0% | +99.6% | -95.5% | -20.8% |
| 10Y | +138.4% | +603.1% | -464.7% | +18.8% |
| All | +5,283.8% | +6,041.4% | -757.6% | +1,053.8% |
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 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