+30.8%
RIO vs BRKR
+65.8%
-35.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +12.9% | -9.3% | +2.0% |
| 7D | -1.6% | +2.9% | -4.5% | -2.1% |
| 30D | -11.6% | -0.1% | -11.5% | -11.8% |
| 3M | -12.7% | +26.9% | -39.6% | -15.4% |
| 6M | -12.4% | +75.6% | -88.0% | -23.2% |
| YTD | +11.0% | +35.8% | -24.8% | -2.5% |
| 1Y | +30.8% | +58.6% | -27.8% | +12.7% |
| All | +30.8% | +65.8% | -35.0% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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