+26.4%
RIO vs ARWR
+20.0%
+6.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -2.1% |
| 7D | +3.6% | -17.7% | +21.3% | +5.7% |
| 30D | -10.8% | -21.9% | +11.1% | -8.4% |
| 3M | -15.2% | -44.5% | +29.3% | -9.4% |
| 6M | -18.0% | -32.6% | +14.6% | -14.8% |
| YTD | +11.0% | -26.2% | +37.2% | +13.2% |
| 1Y | +26.4% | +23.0% | +3.4% | +22.8% |
| All | +26.4% | +20.0% | +6.4% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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