+72.8%
RIO vs SOXQ
+286.7%
-213.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | 0.0% |
| 7D | -3.2% | +0.8% | -4.0% | -3.4% |
| 30D | +0.9% | -4.6% | +5.5% | +2.3% |
| 3M | -1.4% | -10.2% | +8.7% | +0.8% |
| 6M | +10.9% | +49.7% | -38.7% | -3.7% |
| YTD | +31.2% | +67.2% | -36.0% | +10.1% |
| 1Y | +67.9% | +98.0% | -30.1% | +33.4% |
| 3Y | +88.8% | +237.2% | -148.4% | +21.9% |
| 5Y | +93.1% | +261.3% | -168.2% | +10.4% |
| All | +72.8% | +286.7% | -213.9% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling