+99.6%
RIO vs RRC
+153.5%
-53.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.9% | -1.2% | +3.1% | +2.2% |
| 30D | +5.0% | +9.4% | -4.5% | +3.2% |
| 3M | +5.1% | +7.4% | -2.3% | +3.5% |
| 6M | +17.6% | +1.5% | +16.2% | +16.5% |
| YTD | +36.3% | +19.4% | +16.9% | +30.4% |
| 1Y | +71.2% | +24.2% | +47.0% | +61.7% |
| 3Y | +102.7% | +32.8% | +69.9% | +84.4% |
| 5Y | +99.6% | +152.9% | -53.3% | +55.6% |
| All | +99.6% | +153.5% | -53.9% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling