+347.6%
RIO vs BN
+297.2%
+50.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.5% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | -10.5% | +13.6% | -24.1% | -15.9% |
| 3M | -15.9% | -6.7% | -9.3% | -13.5% |
| 6M | -22.3% | -9.0% | -13.3% | -19.2% |
| YTD | +9.3% | -8.8% | +18.1% | +12.8% |
| 1Y | +23.0% | -10.6% | +33.7% | +27.9% |
| 3Y | +52.1% | +98.8% | -46.7% | +2.4% |
| 5Y | +88.9% | +33.6% | +55.2% | +51.3% |
| All | +347.6% | +297.2% | +50.4% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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