+188.8%
RIO vs ACI
+17.4%
+171.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.3% | -2.9% | -4.1% |
| 7D | -3.4% | -7.1% | +3.7% | -2.7% |
| 30D | +0.6% | -4.5% | +5.1% | +0.9% |
| 3M | +2.5% | -22.3% | +24.8% | +4.5% |
| 6M | +10.8% | -28.4% | +39.2% | +13.6% |
| YTD | +30.5% | -29.5% | +60.0% | +33.7% |
| 1Y | +68.1% | -34.2% | +102.4% | +73.5% |
| 3Y | +94.0% | -45.7% | +139.7% | +104.1% |
| 5Y | +92.0% | -40.8% | +132.8% | +98.1% |
| All | +188.8% | +17.4% | +171.4% | +191.8% |
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