+290.0%
RIO vs TRGP
+2,265.4%
-1,975.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.1% |
| 7D | +1.9% | -0.6% | +2.5% | +2.1% |
| 30D | +5.0% | +14.6% | -9.6% | +0.9% |
| 3M | +5.1% | +11.9% | -6.8% | +1.3% |
| 6M | +17.6% | +25.3% | -7.6% | +9.4% |
| YTD | +36.3% | +61.9% | -25.6% | +17.9% |
| 1Y | +71.2% | +87.3% | -16.1% | +41.6% |
| 3Y | +102.7% | +268.0% | -165.3% | +34.9% |
| 5Y | +99.6% | +638.2% | -538.6% | +8.6% |
| 10Y | +603.1% | +821.9% | -218.8% | +199.9% |
| All | +290.0% | +2,265.4% | -1,975.4% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRGP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling