+88.8%
RIO vs AU
+577.5%
-488.7%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -3.2% | -4.3% | +1.1% | -2.3% |
| 30D | +0.9% | +7.3% | -6.4% | -0.7% |
| 3M | -1.4% | +26.3% | -27.8% | -6.6% |
| 6M | +10.9% | +1.8% | +9.2% | +8.9% |
| YTD | +31.2% | +26.8% | +4.4% | +23.9% |
| 1Y | +67.9% | +66.7% | +1.2% | +51.3% |
| 3Y | +88.8% | +579.1% | -490.3% | +35.6% |
| All | +88.8% | +577.5% | -488.7% | +35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling