+103.7%
RIO vs TECH
-42.1%
+145.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +1.9% | +0.2% | +1.8% | +1.9% |
| 30D | +5.0% | +0.1% | +4.8% | +4.9% |
| 3M | +5.1% | +37.5% | -32.4% | -1.1% |
| 6M | +17.6% | +34.6% | -17.0% | +9.9% |
| YTD | +36.3% | +23.5% | +12.8% | +29.4% |
| 1Y | +71.2% | +34.4% | +36.8% | +58.9% |
| 3Y | +102.7% | +2.3% | +100.4% | +94.8% |
| All | +103.7% | -42.1% | +145.8% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling