+67.9%
RIO vs IBN
-5.9%
+73.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.1% |
| 7D | -3.2% | -3.0% | -0.2% | -2.4% |
| 30D | +0.9% | -1.5% | +2.4% | +1.3% |
| 3M | -1.4% | +7.9% | -9.4% | -3.8% |
| 6M | +10.9% | +8.6% | +2.3% | +7.6% |
| YTD | +31.2% | -0.6% | +31.8% | +29.6% |
| 1Y | +67.9% | -7.3% | +75.2% | +63.4% |
| All | +67.9% | -5.9% | +73.8% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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