+71.2%
RIO vs ADVB
+10.9%
+60.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.8% | +4.3% | +0.5% |
| 7D | +1.9% | -14.0% | +15.9% | +1.8% |
| 30D | +5.0% | +41.0% | -36.0% | +5.3% |
| 3M | +5.1% | +127.9% | -122.8% | +7.2% |
| 6M | +17.6% | +101.3% | -83.7% | +19.5% |
| YTD | +36.3% | +53.8% | -17.5% | +37.6% |
| 1Y | +71.2% | +4.4% | +66.8% | +71.3% |
| All | +71.2% | +10.9% | +60.3% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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