+73.7%
RIO vs PCOR
-14.7%
+88.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.3% | +4.7% | +0.4% |
| 7D | 0.0% | -9.0% | +8.9% | -0.1% |
| 30D | +4.0% | +4.2% | -0.2% | +4.0% |
| 3M | +0.1% | +14.4% | -14.3% | +0.7% |
| 6M | +12.7% | +0.2% | +12.5% | +13.0% |
| YTD | +35.6% | -20.3% | +55.8% | +40.1% |
| 1Y | +73.7% | -16.1% | +89.8% | +78.7% |
| All | +73.7% | -14.7% | +88.4% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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