+338.8%
RIO vs AMBA
+810.0%
-471.2%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.6% |
| 7D | +0.1% | +10.7% | -10.5% | -1.4% |
| 30D | -10.5% | -5.0% | -5.5% | -10.0% |
| 3M | -15.9% | -26.9% | +11.0% | -12.3% |
| 6M | -22.3% | -21.9% | -0.4% | -21.4% |
| YTD | +9.3% | -13.8% | +23.1% | +8.0% |
| 1Y | +23.0% | -36.1% | +59.1% | +26.6% |
| 3Y | +52.1% | +21.6% | +30.4% | +35.2% |
| 5Y | +88.9% | -68.8% | +157.6% | +93.5% |
| 10Y | +354.1% | +2.3% | +351.8% | +251.6% |
| All | +338.8% | +810.0% | -471.2% | +145.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling