+26.9%
RIO vs RVTY
+70.8%
-43.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | -9.9% | +1.7% | -11.6% | -10.3% |
| 3M | -14.0% | +36.8% | -50.8% | -19.4% |
| 6M | -19.5% | +60.1% | -79.6% | -27.2% |
| YTD | +11.5% | +64.0% | -52.4% | -2.4% |
| 1Y | +26.9% | +68.2% | -41.3% | +10.6% |
| All | +26.9% | +70.8% | -43.8% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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