+51.2%
RIO vs HDB
-7.5%
+58.7%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -0.9% | +2.7% | -3.7% | -1.4% |
| 30D | -9.1% | +14.1% | -23.2% | -11.3% |
| 3M | -13.7% | +11.8% | -25.5% | -15.5% |
| 6M | -24.3% | +8.2% | -32.5% | -25.7% |
| YTD | +8.9% | -29.3% | +38.2% | +14.6% |
| 1Y | +22.7% | -28.8% | +51.5% | +28.8% |
| 3Y | +51.2% | -7.5% | +58.6% | +58.1% |
| All | +51.2% | -7.5% | +58.7% | +58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling