+68.1%
RIO vs RRC
+24.3%
+43.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.2% |
| 7D | -3.4% | -1.2% | -2.2% | -3.4% |
| 30D | +0.6% | +3.0% | -2.4% | +0.7% |
| 3M | +2.5% | +7.3% | -4.7% | +2.7% |
| 6M | +10.8% | +3.6% | +7.2% | +9.9% |
| YTD | +30.5% | +19.4% | +11.1% | +27.4% |
| 1Y | +68.1% | +21.4% | +46.7% | +65.9% |
| All | +68.1% | +24.3% | +43.8% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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