+99.6%
RIO vs BN
+35.3%
+64.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.6% |
| 7D | +1.9% | -1.2% | +3.1% | +2.4% |
| 30D | +5.0% | -10.9% | +15.9% | +9.8% |
| 3M | +5.1% | -11.1% | +16.2% | +10.1% |
| 6M | +17.6% | -4.4% | +22.0% | +19.3% |
| YTD | +36.3% | -14.1% | +50.4% | +43.8% |
| 1Y | +71.2% | -11.1% | +82.2% | +77.4% |
| 3Y | +102.7% | +75.6% | +27.1% | +51.8% |
| 5Y | +99.6% | +35.8% | +63.8% | +57.0% |
| All | +99.6% | +35.3% | +64.3% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling