+62.2%
PANW vs RIO
+29.3%
+32.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -1.2% |
| 7D | -11.8% | -1.6% | -10.2% | -11.5% |
| 30D | -14.4% | -11.6% | -2.8% | -12.8% |
| 3M | -5.0% | -12.7% | +7.7% | -3.4% |
| 6M | +88.6% | -12.4% | +101.0% | +90.8% |
| YTD | +88.9% | +11.0% | +77.9% | +83.2% |
| 1Y | +62.2% | +30.8% | +31.4% | +44.6% |
| All | +62.2% | +29.3% | +32.9% | +44.6% |
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