+22.7%
RIO vs Q
+29.7%
-7.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | +0.5% |
| 7D | -0.9% | +1.2% | -2.1% | -1.2% |
| 30D | -9.1% | -2.7% | -6.4% | -8.7% |
| 3M | -13.7% | -16.9% | +3.3% | -10.0% |
| 6M | -24.3% | -26.9% | +2.5% | -19.2% |
| YTD | +8.9% | +45.2% | -36.3% | -3.1% |
| 1Y | +22.7% | +38.1% | -15.5% | +10.0% |
| All | +22.7% | +29.7% | -7.0% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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