+619.8%
RIO vs RBA
+191.1%
+428.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.0% |
| 7D | +1.9% | -1.1% | +3.0% | +2.2% |
| 30D | +5.0% | -13.2% | +18.2% | +8.4% |
| 3M | +5.1% | -21.4% | +26.5% | +10.4% |
| 6M | +17.6% | -20.9% | +38.5% | +23.1% |
| YTD | +36.3% | -19.9% | +56.1% | +41.7% |
| 1Y | +71.2% | -28.7% | +99.9% | +83.0% |
| 3Y | +102.7% | +27.4% | +75.3% | +83.1% |
| 5Y | +99.6% | +41.7% | +57.8% | +68.9% |
| All | +619.8% | +191.1% | +428.7% | +334.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling