+2,632.1%
NDAQ vs RIO
+1,655.8%
+976.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.0% | -0.3% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | +16.2% | -10.5% | +26.7% | +20.2% |
| 3M | +14.0% | -15.9% | +29.9% | +19.9% |
| 6M | +22.3% | -22.3% | +44.5% | +31.2% |
| YTD | +13.0% | +9.3% | +3.7% | +7.8% |
| 1Y | +24.0% | +23.0% | +1.0% | +13.9% |
| 3Y | +117.1% | +52.1% | +65.0% | +83.1% |
| 5Y | +67.5% | +88.9% | -21.3% | +27.5% |
| 10Y | +474.3% | +354.1% | +120.1% | +207.0% |
| All | +2,632.1% | +1,655.8% | +976.3% | +773.7% |
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