+89.7%
RIO vs AMBA
-67.9%
+157.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | -0.1% | -1.9% |
| 7D | +3.6% | -2.6% | +6.2% | +3.9% |
| 30D | -10.8% | -10.5% | -0.3% | -9.7% |
| 3M | -15.2% | -26.4% | +11.2% | -12.2% |
| 6M | -18.0% | -20.9% | +2.9% | -17.4% |
| YTD | +11.0% | -14.8% | +25.8% | +10.0% |
| 1Y | +26.4% | -36.1% | +62.4% | +29.4% |
| 3Y | +54.4% | +20.2% | +34.1% | +39.9% |
| All | +89.7% | -67.9% | +157.6% | +70.9% |
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