+1,949.3%
RIO vs AGI
+5,453.2%
-3,503.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.3% |
| 7D | +1.0% | +2.2% | -1.3% | +0.5% |
| 30D | +4.0% | +11.3% | -7.2% | +1.9% |
| 3M | +4.5% | +5.6% | -1.1% | +3.0% |
| 6M | +17.3% | -27.7% | +45.0% | +23.8% |
| YTD | +36.2% | -4.1% | +40.3% | +35.6% |
| 1Y | +76.1% | +13.8% | +62.4% | +69.2% |
| 3Y | +102.5% | +217.0% | -114.5% | +58.2% |
| 5Y | +103.5% | +404.3% | -300.8% | +43.9% |
| 10Y | +619.2% | +400.5% | +218.7% | +352.1% |
| All | +1,949.3% | +5,453.2% | -3,503.8% | +849.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling