+27.0%
RIO vs ACWI
+10.2%
+16.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.2% | -2.4% | +4.6% | +5.3% |
| 30D | -10.1% | -5.2% | -4.9% | -3.6% |
| 3M | -14.1% | -4.8% | -9.3% | -8.4% |
| 6M | -18.9% | -1.3% | -17.6% | -17.5% |
| YTD | +9.9% | +8.4% | +1.5% | +0.9% |
| 1Y | +27.0% | +11.0% | +16.0% | +14.8% |
| All | +27.0% | +10.2% | +16.8% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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