-24.5%
KVUE vs RIO
+99.6%
-124.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.1% |
| 7D | -5.1% | -3.2% | -1.9% | -4.8% |
| 30D | -6.3% | +0.9% | -7.2% | -6.5% |
| 3M | -0.5% | -1.4% | +0.9% | -0.4% |
| 6M | +3.1% | +10.9% | -7.9% | +1.5% |
| YTD | +6.7% | +31.2% | -24.5% | +2.9% |
| 1Y | -1.1% | +67.9% | -69.0% | -8.1% |
| 3Y | -8.7% | +88.8% | -97.5% | -18.8% |
| All | -24.5% | +99.6% | -124.1% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling