+73.7%
RIO vs SIRI
+28.3%
+45.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.0% | +0.6% |
| 7D | 0.0% | +1.6% | -1.6% | -0.2% |
| 30D | +4.0% | -4.7% | +8.7% | +4.2% |
| 3M | +0.1% | +5.3% | -5.1% | -0.5% |
| 6M | +12.7% | +30.5% | -17.8% | +11.6% |
| YTD | +35.6% | +49.6% | -14.1% | +34.2% |
| 1Y | +73.7% | +28.5% | +45.2% | +73.9% |
| All | +73.7% | +28.3% | +45.3% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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