+584.5%
RIO vs BEN
+56.6%
+527.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -3.2% | -3.1% | -0.1% | -2.0% |
| 30D | +0.9% | +0.2% | +0.7% | +0.8% |
| 3M | -1.4% | +6.8% | -8.3% | -4.2% |
| 6M | +10.9% | +38.1% | -27.2% | -2.6% |
| YTD | +31.2% | +44.3% | -13.1% | +12.9% |
| 1Y | +67.9% | +42.6% | +25.3% | +44.7% |
| 3Y | +88.8% | +52.3% | +36.5% | +53.5% |
| 5Y | +93.1% | +37.6% | +55.5% | +57.8% |
| All | +584.5% | +56.6% | +527.9% | +383.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling