+619.2%
RIO vs GEN
+150.6%
+468.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.0% | -2.9% | +3.9% | +1.5% |
| 30D | +4.0% | +2.1% | +2.0% | +3.5% |
| 3M | +4.5% | +19.7% | -15.2% | +0.9% |
| 6M | +17.3% | +33.3% | -15.9% | +10.7% |
| YTD | +36.2% | +11.1% | +25.1% | +32.5% |
| 1Y | +76.1% | +3.0% | +73.1% | +73.6% |
| 3Y | +102.5% | +57.9% | +44.7% | +82.7% |
| 5Y | +103.5% | +20.6% | +82.9% | +88.8% |
| 10Y | +619.2% | +153.2% | +465.9% | +423.2% |
| All | +619.2% | +150.6% | +468.6% | +423.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling