+7,515.0%
INTC vs RIO
+4,825.9%
+2,689.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -1.5% |
| 7D | +17.1% | +0.1% | +17.0% | +17.2% |
| 30D | -40.5% | -10.5% | -30.0% | -38.2% |
| 3M | -39.4% | -15.9% | -23.5% | -36.0% |
| 6M | -49.3% | -22.3% | -27.0% | -45.0% |
| YTD | +65.9% | +9.3% | +56.5% | +62.4% |
| 1Y | +61.5% | +23.0% | +38.5% | +52.6% |
| 3Y | +59.6% | +52.1% | +7.5% | +41.8% |
| 5Y | +31.2% | +88.9% | -57.7% | +7.4% |
| 10Y | +116.6% | +354.1% | -237.5% | +36.3% |
| All | +7,515.0% | +4,825.9% | +2,689.1% | +2,281.1% |
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 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