+3,068.2%
LITE vs RIO
+394.6%
+2,673.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.7% | +5.0% | +5.4% |
| 7D | -35.9% | +2.2% | -38.2% | -36.6% |
| 30D | -51.5% | -10.1% | -41.4% | -49.1% |
| 3M | -35.7% | -14.1% | -21.6% | -31.1% |
| 6M | -43.0% | -18.9% | -24.1% | -37.0% |
| YTD | +46.1% | +9.9% | +36.2% | +42.4% |
| 1Y | +124.7% | +27.0% | +97.7% | +107.1% |
| 3Y | +1,172.1% | +50.1% | +1,122.0% | +996.1% |
| 5Y | +477.0% | +95.3% | +381.7% | +340.7% |
| 10Y | +1,465.7% | +425.9% | +1,039.8% | +844.3% |
| All | +3,068.2% | +394.6% | +2,673.6% | +1,555.2% |
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