+6,068.2%
NI vs RIO
+4,806.4%
+1,261.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +4.3% | -0.9% | +5.2% | +4.5% |
| 30D | +12.4% | -9.1% | +21.5% | +14.1% |
| 3M | +10.2% | -13.7% | +23.8% | +12.8% |
| 6M | -0.8% | -24.3% | +23.5% | +3.5% |
| YTD | +13.2% | +8.9% | +4.3% | +10.6% |
| 1Y | +10.1% | +22.7% | -12.6% | +5.3% |
| 3Y | +103.1% | +51.2% | +51.9% | +85.8% |
| 5Y | +115.5% | +88.1% | +27.4% | +87.1% |
| 10Y | +195.5% | +352.3% | -156.8% | +113.1% |
| All | +6,068.2% | +4,806.4% | +1,261.8% | +3,030.7% |
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