+68.1%
RIO vs FND
-45.8%
+114.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.5% | -2.7% | -4.0% |
| 7D | -3.4% | -5.1% | +1.7% | -2.6% |
| 30D | +0.6% | -22.5% | +23.1% | +4.7% |
| 3M | +2.5% | -5.0% | +7.5% | +2.7% |
| 6M | +10.8% | -21.5% | +32.3% | +13.5% |
| YTD | +30.5% | -23.0% | +53.5% | +33.7% |
| 1Y | +68.1% | -44.9% | +113.0% | +73.3% |
| All | +68.1% | -45.8% | +114.0% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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