+3,983.6%
RIO vs AU
+783.5%
+3,200.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +0.8% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | +5.0% | +12.8% | -7.8% | +1.4% |
| 3M | +5.1% | +28.5% | -23.3% | -2.4% |
| 6M | +17.6% | +4.8% | +12.8% | +14.5% |
| YTD | +36.3% | +31.0% | +5.3% | +24.1% |
| 1Y | +71.2% | +81.4% | -10.2% | +41.4% |
| 3Y | +102.7% | +618.4% | -515.7% | +8.7% |
| 5Y | +99.6% | +686.3% | -586.7% | +0.5% |
| 10Y | +603.1% | +664.5% | -61.4% | +197.1% |
| All | +3,983.6% | +783.5% | +3,200.1% | +1,421.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling