+99.6%
RIO vs HDB
-37.8%
+137.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.0% | +3.6% | +1.2% |
| 7D | +1.9% | -2.0% | +4.0% | +2.4% |
| 30D | +5.0% | -4.9% | +9.8% | +6.1% |
| 3M | +5.1% | -2.3% | +7.4% | +5.3% |
| 6M | +17.6% | -23.7% | +41.3% | +24.1% |
| YTD | +36.3% | -38.5% | +74.8% | +50.4% |
| 1Y | +71.2% | -36.5% | +107.6% | +87.3% |
| 3Y | +102.7% | -28.5% | +131.2% | +114.1% |
| 5Y | +99.6% | -37.4% | +137.0% | +118.4% |
| All | +99.6% | -37.8% | +137.3% | +118.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling