+0.5%
RGTI vs RIO
+73.7%
-73.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.3% |
| 7D | -2.5% | 0.0% | -2.5% | -2.5% |
| 30D | -9.4% | +4.0% | -13.4% | -12.8% |
| 3M | -37.1% | +0.1% | -37.2% | -37.0% |
| 6M | -14.4% | +12.7% | -27.1% | -22.2% |
| YTD | -31.4% | +35.6% | -66.9% | -43.9% |
| 1Y | +0.5% | +73.7% | -73.2% | -15.2% |
| All | +0.5% | +73.7% | -73.2% | -15.2% |
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