+68.1%
RIO vs AEIS
+76.3%
-8.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.1% | -3.4% |
| 7D | -3.4% | -0.2% | -3.2% | -3.3% |
| 30D | +0.6% | -16.4% | +17.0% | +3.7% |
| 3M | +2.5% | -11.1% | +13.7% | +2.9% |
| 6M | +10.8% | -12.0% | +22.8% | +10.5% |
| YTD | +30.5% | +30.9% | -0.4% | +22.7% |
| 1Y | +68.1% | +74.3% | -6.2% | +56.0% |
| All | +68.1% | +76.3% | -8.1% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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