+5,221.5%
O vs RIO
+2,801.3%
+2,420.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -0.4% | -0.9% | +0.6% | -0.2% |
| 30D | +7.1% | -9.1% | +16.2% | +9.4% |
| 3M | -5.2% | -13.7% | +8.4% | -2.2% |
| 6M | -1.8% | -24.3% | +22.6% | +4.1% |
| YTD | +9.1% | +8.9% | +0.2% | +5.6% |
| 1Y | +9.7% | +22.7% | -13.0% | +3.2% |
| 3Y | +39.1% | +51.2% | -12.0% | +23.3% |
| 5Y | +8.4% | +88.1% | -79.8% | -10.9% |
| 10Y | +80.2% | +352.3% | -272.2% | +16.7% |
| All | +5,221.5% | +2,801.3% | +2,420.2% | +2,300.6% |
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 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