+51.2%
RIO vs HRB
+22.6%
+28.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.4% |
| 7D | -0.9% | -5.1% | +4.2% | -1.1% |
| 30D | -9.1% | +8.7% | -17.8% | -8.8% |
| 3M | -13.7% | -5.4% | -8.3% | -13.6% |
| 6M | -24.3% | +41.6% | -65.9% | -23.7% |
| YTD | +8.9% | +18.7% | -9.8% | +12.3% |
| 1Y | +22.7% | +16.4% | +6.2% | +26.7% |
| 3Y | +51.2% | +22.0% | +29.2% | +50.2% |
| All | +51.2% | +22.6% | +28.6% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling