+6,118.4%
RIO vs MKC
+3,363.8%
+2,754.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +1.9% | -4.3% | +6.3% | +3.2% |
| 30D | +5.0% | -2.0% | +7.0% | +5.4% |
| 3M | +5.1% | +10.0% | -4.9% | +1.8% |
| 6M | +17.6% | -18.5% | +36.1% | +23.2% |
| YTD | +36.3% | -22.4% | +58.7% | +44.3% |
| 1Y | +71.2% | -23.6% | +94.8% | +81.5% |
| 3Y | +102.7% | -30.4% | +133.1% | +117.9% |
| 5Y | +99.6% | -34.2% | +133.8% | +115.1% |
| 10Y | +603.1% | +26.8% | +576.3% | +508.3% |
| All | +6,118.4% | +3,363.8% | +2,754.6% | +3,334.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling