+6,084.9%
RIO vs BN
+20,167.5%
-14,082.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | 0.0% | -2.5% | +2.4% | +1.2% |
| 30D | +4.0% | -9.5% | +13.5% | +9.4% |
| 3M | +0.1% | -10.4% | +10.5% | +5.8% |
| 6M | +12.7% | -6.4% | +19.1% | +16.0% |
| YTD | +35.6% | -11.9% | +47.4% | +43.3% |
| 1Y | +73.7% | -8.6% | +82.3% | +79.3% |
| 3Y | +93.3% | +77.6% | +15.8% | +34.1% |
| 5Y | +92.4% | +37.0% | +55.4% | +48.3% |
| 10Y | +606.9% | +266.4% | +340.6% | +201.7% |
| All | +6,084.9% | +20,167.5% | -14,082.7% | +911.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling