+100,979.9%
KLAC vs RIO
+4,806.4%
+96,173.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.0% |
| 7D | +10.0% | -0.9% | +10.9% | +10.4% |
| 30D | -14.8% | -9.1% | -5.7% | -11.8% |
| 3M | -27.2% | -13.7% | -13.5% | -23.3% |
| 6M | -17.5% | -24.3% | +6.9% | -8.7% |
| YTD | +25.8% | +8.9% | +16.9% | +22.8% |
| 1Y | +31.8% | +22.7% | +9.2% | +23.5% |
| 3Y | +195.3% | +51.2% | +144.1% | +157.3% |
| 5Y | +285.9% | +88.1% | +197.8% | +207.2% |
| 10Y | +2,247.6% | +352.3% | +1,895.3% | +1,297.3% |
| All | +100,979.9% | +4,806.4% | +96,173.5% | +26,630.5% |
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