+30.8%
RIO vs ALLE
+18.6%
+12.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +3.3% |
| 7D | -1.6% | +6.7% | -8.3% | -2.5% |
| 30D | -11.6% | +25.4% | -37.0% | -15.0% |
| 3M | -12.7% | +16.9% | -29.7% | -14.8% |
| 6M | -12.4% | +46.6% | -58.9% | -19.7% |
| YTD | +11.0% | +22.4% | -11.4% | +5.1% |
| 1Y | +30.8% | +17.7% | +13.1% | +25.3% |
| All | +30.8% | +18.6% | +12.3% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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