-3.0%
NXT vs RIO
+23.2%
-26.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.0% | -5.0% | -5.3% |
| 7D | -6.0% | +0.1% | -6.1% | -6.0% |
| 30D | +5.4% | -10.5% | +16.0% | +15.1% |
| 3M | -9.7% | -15.9% | +6.2% | +2.6% |
| 6M | -25.3% | -22.3% | -3.1% | -11.2% |
| YTD | +7.5% | +9.3% | -1.9% | +4.7% |
| 1Y | -3.0% | +23.0% | -26.0% | -10.6% |
| All | -3.0% | +23.2% | -26.2% | -10.6% |
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