+102.7%
RIO vs RVTY
+16.6%
+86.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +1.1% |
| 7D | +1.9% | +0.4% | +1.5% | +1.8% |
| 30D | +5.0% | +10.8% | -5.9% | +2.4% |
| 3M | +5.1% | +26.8% | -21.6% | -0.8% |
| 6M | +17.6% | +39.3% | -21.7% | +7.9% |
| YTD | +36.3% | +31.6% | +4.7% | +26.1% |
| 1Y | +71.2% | +47.7% | +23.5% | +53.5% |
| 3Y | +102.7% | +19.9% | +82.8% | +93.6% |
| All | +102.7% | +16.6% | +86.1% | +93.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling