+6,084.9%
RIO vs RVTY
+2,144.5%
+3,940.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | 0.0% | +1.1% | -1.1% | -0.4% |
| 30D | +4.0% | +13.2% | -9.2% | +0.1% |
| 3M | +0.1% | +27.2% | -27.1% | -7.3% |
| 6M | +12.7% | +32.4% | -19.7% | +2.5% |
| YTD | +35.6% | +34.9% | +0.7% | +22.0% |
| 1Y | +73.7% | +52.4% | +21.3% | +49.8% |
| 3Y | +93.3% | +12.3% | +81.0% | +77.7% |
| 5Y | +92.4% | -30.8% | +123.3% | +100.5% |
| 10Y | +606.9% | +150.7% | +456.3% | +382.6% |
| All | +6,084.9% | +2,144.5% | +3,940.4% | +2,540.2% |
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