+4,963.1%
RIO vs RVTY
+2,643.5%
+2,319.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.8% |
| 7D | +3.6% | -2.7% | +6.3% | +4.4% |
| 30D | -10.8% | +3.2% | -14.0% | -12.0% |
| 3M | -15.2% | +37.2% | -52.4% | -23.6% |
| 6M | -18.0% | +57.7% | -75.7% | -29.6% |
| YTD | +11.0% | +64.8% | -53.9% | -6.8% |
| 1Y | +26.4% | +72.8% | -46.5% | +4.5% |
| 3Y | +54.4% | +89.8% | -35.4% | +20.7% |
| 5Y | +98.1% | -8.4% | +106.5% | +88.3% |
| 10Y | +358.5% | +219.5% | +139.1% | +188.9% |
| All | +4,963.1% | +2,643.5% | +2,319.6% | +1,918.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling