+5,917.2%
RIO vs AZO
+41,743.6%
-35,826.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | -3.2% | -3.6% | +0.4% | -2.3% |
| 30D | +0.9% | -5.6% | +6.5% | +2.3% |
| 3M | -1.4% | -6.6% | +5.2% | -0.1% |
| 6M | +10.9% | -22.5% | +33.5% | +17.6% |
| YTD | +31.2% | -15.2% | +46.4% | +35.5% |
| 1Y | +67.9% | -33.9% | +101.8% | +84.4% |
| 3Y | +88.8% | +11.8% | +77.0% | +78.4% |
| 5Y | +93.1% | +85.5% | +7.6% | +56.6% |
| 10Y | +593.0% | +298.2% | +294.8% | +347.7% |
| All | +5,917.2% | +41,743.6% | -35,826.4% | +1,725.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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