+1,533.3%
LITE vs RIO
+392.9%
+1,140.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.2% | +7.5% | +8.9% |
| 7D | -12.9% | +4.4% | -17.3% | -14.9% |
| 30D | -46.0% | -8.9% | -37.1% | -42.9% |
| 3M | -33.0% | -12.7% | -20.4% | -27.6% |
| 6M | -34.0% | -16.2% | -17.8% | -26.6% |
| YTD | +61.7% | +13.4% | +48.3% | +53.3% |
| 1Y | +148.3% | +30.9% | +117.4% | +119.2% |
| 3Y | +1,408.5% | +60.2% | +1,348.3% | +1,096.9% |
| 5Y | +546.2% | +98.9% | +447.3% | +339.9% |
| 10Y | +1,533.3% | +381.4% | +1,151.9% | +611.5% |
| All | +1,533.3% | +392.9% | +1,140.4% | +611.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling