+6,118.4%
RIO vs SONY
+540.1%
+5,578.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +2.1% |
| 7D | +1.9% | -5.2% | +7.1% | +3.9% |
| 30D | +5.0% | +0.3% | +4.7% | +4.6% |
| 3M | +5.1% | +6.2% | -1.1% | +2.0% |
| 6M | +17.6% | +9.5% | +8.1% | +12.8% |
| YTD | +36.3% | -8.1% | +44.4% | +39.4% |
| 1Y | +71.2% | -17.9% | +89.1% | +81.8% |
| 3Y | +102.7% | +41.5% | +61.2% | +69.9% |
| 5Y | +99.6% | +11.8% | +87.7% | +78.7% |
| 10Y | +603.1% | +275.4% | +327.7% | +279.4% |
| All | +6,118.4% | +540.1% | +5,578.3% | +2,519.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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