+27.2%
P vs RIO
+70.7%
-43.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +7.8% | +1.9% | +5.9% | +6.8% |
| 30D | +12.3% | +5.0% | +7.4% | +9.1% |
| 3M | +37.1% | +5.1% | +32.0% | +32.8% |
| 6M | +66.1% | +17.6% | +48.5% | +51.5% |
| YTD | +50.9% | +36.3% | +14.6% | +33.6% |
| 1Y | +27.2% | +71.2% | -44.0% | +0.2% |
| All | +27.2% | +70.7% | -43.5% | +0.2% |
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