+95.9%
RIO vs BIDU
-33.9%
+129.8%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +1.0% | -2.4% | +3.4% | +1.4% |
| 30D | +4.0% | -16.0% | +20.0% | +7.6% |
| 3M | +4.5% | -24.0% | +28.5% | +10.3% |
| 6M | +17.3% | -24.9% | +42.2% | +23.8% |
| YTD | +36.2% | -29.6% | +65.7% | +44.9% |
| 1Y | +76.1% | -15.2% | +91.3% | +77.1% |
| All | +95.9% | -33.9% | +129.8% | +107.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling