+580.6%
RIO vs HDB
+32.9%
+547.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -3.9% |
| 7D | -3.4% | -6.2% | +2.8% | -1.5% |
| 30D | +0.6% | -6.2% | +6.8% | +2.5% |
| 3M | +2.5% | -5.9% | +8.4% | +3.9% |
| 6M | +10.8% | -25.9% | +36.7% | +20.7% |
| YTD | +30.5% | -40.2% | +70.7% | +51.6% |
| 1Y | +68.1% | -38.0% | +106.1% | +92.8% |
| 3Y | +94.0% | -30.5% | +124.5% | +110.8% |
| 5Y | +92.0% | -38.1% | +130.1% | +112.8% |
| All | +580.6% | +32.9% | +547.7% | +435.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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