+22.7%
RIO vs HRB
+13.5%
+9.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.6% |
| 7D | -0.9% | -5.1% | +4.2% | -1.5% |
| 30D | -9.1% | +8.7% | -17.8% | -8.0% |
| 3M | -13.7% | -5.4% | -8.3% | -13.9% |
| 6M | -24.3% | +41.6% | -65.9% | -19.9% |
| YTD | +8.9% | +18.7% | -9.8% | +12.4% |
| 1Y | +22.7% | +16.4% | +6.2% | +26.8% |
| All | +22.7% | +13.5% | +9.1% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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