+5,724.8%
RIO vs ZBRA
+8,965.3%
-3,240.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.4% | +1.2% |
| 7D | +1.9% | +2.6% | -0.6% | +1.3% |
| 30D | +5.0% | -6.4% | +11.3% | +6.4% |
| 3M | +5.1% | +51.3% | -46.1% | -5.4% |
| 6M | +17.6% | +60.5% | -42.9% | +4.1% |
| YTD | +36.3% | +45.2% | -8.9% | +22.7% |
| 1Y | +71.2% | +12.3% | +58.8% | +62.5% |
| 3Y | +102.7% | +37.5% | +65.2% | +78.4% |
| 5Y | +99.6% | -39.2% | +138.8% | +104.7% |
| 10Y | +603.1% | +417.0% | +186.1% | +327.6% |
| All | +5,724.8% | +8,965.3% | -3,240.5% | +2,481.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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