+23.9%
ONDS vs RIO
+124.7%
-100.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.3% |
| 7D | +8.2% | +1.9% | +6.3% | +7.1% |
| 30D | -16.4% | +5.0% | -21.3% | -18.5% |
| 3M | -26.0% | +5.1% | -31.2% | -27.9% |
| 6M | -22.5% | +17.6% | -40.1% | -28.4% |
| YTD | -21.9% | +36.3% | -58.2% | -32.5% |
| 1Y | +25.7% | +71.2% | -45.4% | -2.0% |
| 3Y | +735.5% | +102.7% | +632.8% | +495.5% |
| 5Y | -0.1% | +99.6% | -99.7% | -29.2% |
| All | +23.9% | +124.7% | -100.8% | -1.3% |
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 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