-8.6%
PATH vs RIO
+29.6%
-38.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.3% | +0.3% |
| 7D | -2.7% | +4.4% | -7.1% | -2.2% |
| 30D | -3.7% | -8.9% | +5.1% | -5.1% |
| 3M | -13.8% | -12.7% | -1.1% | -15.5% |
| 6M | +20.3% | -16.2% | +36.5% | +17.2% |
| YTD | -20.8% | +13.4% | -34.2% | -21.6% |
| All | -8.6% | +29.6% | -38.2% | -4.4% |
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