+3,606.2%
RIO vs AEE
+822.6%
+2,783.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | 0.0% |
| 7D | +1.9% | +1.3% | +0.6% | +1.2% |
| 30D | +5.0% | -1.2% | +6.2% | +5.5% |
| 3M | +5.1% | +1.0% | +4.1% | +3.9% |
| 6M | +17.6% | -2.3% | +19.9% | +18.1% |
| YTD | +36.3% | +9.1% | +27.2% | +28.6% |
| 1Y | +71.2% | +10.6% | +60.6% | +59.9% |
| 3Y | +102.7% | +48.5% | +54.2% | +56.7% |
| 5Y | +99.6% | +39.9% | +59.7% | +56.0% |
| 10Y | +603.1% | +185.7% | +417.4% | +214.4% |
| All | +3,606.2% | +822.6% | +2,783.6% | +777.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling