+68.1%
RIO vs BN
-13.5%
+81.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.2% | -3.0% | -3.7% |
| 7D | -3.4% | -5.9% | +2.5% | -1.0% |
| 30D | +0.6% | -15.1% | +15.6% | +7.3% |
| 3M | +2.5% | -14.6% | +17.1% | +9.2% |
| 6M | +10.8% | -8.4% | +19.2% | +14.2% |
| YTD | +30.5% | -16.8% | +47.3% | +37.8% |
| 1Y | +68.1% | -14.4% | +82.5% | +74.5% |
| All | +68.1% | -13.5% | +81.7% | +74.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling