+73.7%
RIO vs GEN
+5.4%
+68.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.5% |
| 7D | 0.0% | -1.2% | +1.2% | 0.0% |
| 30D | +4.0% | +10.1% | -6.2% | +3.3% |
| 3M | +0.1% | +16.1% | -16.0% | -0.7% |
| 6M | +12.7% | +38.9% | -26.1% | +9.7% |
| YTD | +35.6% | +14.4% | +21.1% | +33.5% |
| 1Y | +73.7% | +5.9% | +67.8% | +67.0% |
| All | +73.7% | +5.4% | +68.3% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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