+73.7%
RIO vs BEN
+42.6%
+31.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | -0.7% |
| 7D | 0.0% | +0.2% | -0.3% | -0.1% |
| 30D | +4.0% | -0.5% | +4.5% | +4.1% |
| 3M | +0.1% | +9.7% | -9.6% | -3.0% |
| 6M | +12.7% | +33.9% | -21.2% | +2.7% |
| YTD | +35.6% | +49.0% | -13.4% | +21.5% |
| 1Y | +73.7% | +42.1% | +31.6% | +51.0% |
| All | +73.7% | +42.6% | +31.1% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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