-42.5%
NOW vs RIO
+26.8%
-69.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -0.9% | -3.2% |
| 7D | -8.7% | +3.6% | -12.3% | -8.5% |
| 30D | -29.3% | -10.8% | -18.5% | -30.3% |
| 3M | -21.8% | -15.2% | -6.6% | -23.5% |
| 6M | +9.2% | -18.0% | +27.3% | +7.9% |
| YTD | -35.0% | +11.0% | -46.0% | -38.1% |
| 1Y | -42.5% | +26.4% | -68.9% | -47.3% |
| All | -42.5% | +26.8% | -69.3% | -47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling