+584.5%
RIO vs BIDU
-48.7%
+633.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.4% |
| 7D | -3.2% | -8.1% | +4.9% | -1.3% |
| 30D | +0.9% | -12.8% | +13.7% | +4.0% |
| 3M | -1.4% | -21.3% | +19.8% | +3.7% |
| 6M | +10.9% | -27.0% | +37.9% | +18.4% |
| YTD | +31.2% | -30.0% | +61.3% | +40.8% |
| 1Y | +67.9% | -18.3% | +86.2% | +71.0% |
| 3Y | +88.8% | -33.8% | +122.6% | +96.5% |
| 5Y | +93.1% | -44.3% | +137.4% | +95.5% |
| All | +584.5% | -48.7% | +633.2% | +527.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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