-8.1%
PATH vs RIO
+27.0%
-35.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | 0.0% |
| 7D | -5.3% | +2.2% | -7.6% | -5.0% |
| 30D | -0.5% | -10.1% | +9.6% | -2.1% |
| 3M | -7.1% | -14.1% | +7.0% | -9.2% |
| 6M | +23.8% | -18.9% | +42.7% | +20.2% |
| YTD | -20.7% | +9.9% | -30.6% | -21.6% |
| 1Y | -8.1% | +27.0% | -35.0% | -3.6% |
| All | -8.1% | +27.0% | -35.1% | -3.6% |
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