+95.8%
RIO vs AMBA
-54.5%
+150.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.5% |
| 7D | 0.0% | -11.0% | +10.9% | +1.4% |
| 30D | +4.0% | -23.2% | +27.1% | +7.4% |
| 3M | +0.1% | -12.7% | +12.8% | +0.4% |
| 6M | +12.7% | +11.2% | +1.5% | +8.8% |
| YTD | +35.6% | -11.2% | +46.8% | +34.1% |
| 1Y | +73.7% | -22.5% | +96.2% | +73.4% |
| 3Y | +93.3% | -1.3% | +94.6% | +79.8% |
| All | +95.8% | -54.5% | +150.3% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling