+305.0%
INTC vs RIO
+67.4%
+237.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.2% | -1.4% | -2.8% |
| 7D | +9.4% | -3.4% | +12.8% | +12.1% |
| 30D | +2.7% | +0.6% | +2.1% | +2.0% |
| 3M | -6.3% | +2.5% | -8.8% | -8.6% |
| 6M | +114.5% | +10.8% | +103.7% | +103.4% |
| YTD | +171.9% | +30.5% | +141.4% | +151.3% |
| 1Y | +305.0% | +68.1% | +236.9% | +304.9% |
| All | +305.0% | +67.4% | +237.7% | +304.9% |
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