+51.2%
NXPI vs RIO
+51.7%
-0.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | +6.8% | -0.9% | +7.7% | +7.3% |
| 30D | +20.0% | -9.1% | +29.1% | +26.8% |
| 3M | +14.8% | -13.7% | +28.5% | +24.9% |
| 6M | -10.5% | -24.3% | +13.9% | +5.4% |
| YTD | +23.7% | +8.9% | +14.8% | +11.8% |
| 1Y | +34.1% | +22.7% | +11.4% | +10.5% |
| 3Y | +51.2% | +51.2% | +0.1% | +5.4% |
| All | +51.2% | +51.7% | -0.4% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling