+57.4%
INTC vs RIO
+29.3%
+28.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.6% | -7.4% | -6.4% |
| 7D | -39.0% | -1.6% | -37.4% | -38.1% |
| 30D | -49.8% | -11.6% | -38.3% | -45.1% |
| 3M | -42.2% | -12.7% | -29.5% | -36.5% |
| 6M | -39.2% | -12.4% | -26.8% | -33.1% |
| YTD | +57.9% | +11.0% | +46.9% | +63.6% |
| 1Y | +57.4% | +30.8% | +26.5% | +39.1% |
| All | +57.4% | +29.3% | +28.0% | +39.1% |
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