+6,084.9%
RIO vs TECH
+52,885.5%
-46,800.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +4.0% | +0.7% | +3.3% | +3.9% |
| 3M | +0.1% | +36.3% | -36.2% | -5.1% |
| 6M | +12.7% | +25.6% | -12.9% | +7.3% |
| YTD | +35.6% | +23.7% | +11.9% | +29.2% |
| 1Y | +73.7% | +37.6% | +36.1% | +62.0% |
| 3Y | +93.3% | -6.6% | +99.9% | +88.6% |
| 5Y | +92.4% | -42.2% | +134.7% | +99.6% |
| 10Y | +606.9% | +187.6% | +419.4% | +464.6% |
| All | +6,084.9% | +52,885.5% | -46,800.6% | +3,142.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling