+146.9%
RIO vs ACI
+32.1%
+114.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.6% |
| 7D | +0.5% | -5.3% | +5.8% | +0.9% |
| 30D | -9.9% | +5.0% | -14.9% | -10.3% |
| 3M | -14.0% | +7.5% | -21.5% | -14.7% |
| 6M | -19.5% | -16.0% | -3.5% | -18.7% |
| YTD | +11.5% | -20.6% | +32.2% | +13.1% |
| 1Y | +26.9% | -23.5% | +50.5% | +29.2% |
| 3Y | +55.1% | -32.1% | +87.3% | +59.4% |
| 5Y | +90.7% | -42.5% | +133.2% | +96.3% |
| All | +146.9% | +32.1% | +114.7% | +146.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling