+30.8%
RIO vs AU
+42.5%
-11.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.0% | -4.4% | +1.0% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | -11.6% | -7.0% | -4.6% | -9.7% |
| 3M | -12.7% | +8.5% | -21.3% | -15.5% |
| 6M | -12.4% | -1.3% | -11.1% | -13.3% |
| YTD | +11.0% | +6.8% | +4.2% | +7.6% |
| 1Y | +30.8% | +44.6% | -13.8% | +22.9% |
| All | +30.8% | +42.5% | -11.7% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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