+51.2%
RIO vs BIDU
-27.4%
+78.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -0.9% | -4.6% | +3.6% | +0.1% |
| 30D | -9.1% | -4.5% | -4.6% | -8.2% |
| 3M | -13.7% | -25.4% | +11.7% | -8.5% |
| 6M | -24.3% | -48.1% | +23.7% | -13.4% |
| YTD | +8.9% | -40.2% | +49.1% | +19.8% |
| 1Y | +22.7% | -35.2% | +57.9% | +32.4% |
| 3Y | +51.2% | -27.1% | +78.3% | +50.5% |
| All | +51.2% | -27.4% | +78.6% | +50.5% |
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