+1,848.5%
KMB vs RIO
+6,008.3%
-4,159.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | -5.5% | +4.0% | -9.4% | -5.9% |
| 3M | +14.0% | +0.1% | +13.9% | +13.8% |
| 6M | +4.1% | +12.7% | -8.6% | +2.3% |
| YTD | +8.0% | +35.6% | -27.5% | +3.8% |
| 1Y | -13.7% | +73.7% | -87.4% | -19.6% |
| 3Y | -5.9% | +93.3% | -99.3% | -13.9% |
| 5Y | -8.6% | +92.4% | -101.1% | -17.4% |
| 10Y | +17.3% | +606.9% | -589.7% | -11.8% |
| All | +1,848.5% | +6,008.3% | -4,159.8% | +863.5% |
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