+40.0%
PATH vs RIO
+73.7%
-33.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.4% | -17.0% | -16.6% |
| 7D | -16.3% | 0.0% | -16.3% | -16.3% |
| 30D | +9.9% | +4.0% | +5.9% | +10.1% |
| 3M | +30.2% | +0.1% | +30.0% | +30.6% |
| 6M | +37.2% | +12.7% | +24.5% | +36.9% |
| YTD | -7.3% | +35.6% | -42.9% | -13.9% |
| 1Y | +40.0% | +73.7% | -33.7% | +11.8% |
| All | +40.0% | +73.7% | -33.7% | +11.8% |
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