-24.6%
KVUE vs RIO
+107.2%
-131.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -7.2% | +1.0% | -8.2% | -7.3% |
| 30D | -5.7% | +4.0% | -9.7% | -6.1% |
| 3M | +0.2% | +4.5% | -4.4% | -0.3% |
| 6M | 0.0% | +17.3% | -17.3% | -2.1% |
| YTD | +6.5% | +36.2% | -29.7% | +2.3% |
| 1Y | -1.4% | +76.1% | -77.6% | -8.8% |
| 3Y | -5.6% | +102.5% | -108.1% | -17.2% |
| All | -24.6% | +107.2% | -131.8% | -34.2% |
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