-80.5%
RIOX vs SPY
+14.6%
-95.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.9% | +1.7% | +17.2% | +5.7% |
| 7D | +6.5% | -0.7% | +7.2% | +16.7% |
| 30D | -44.9% | -1.0% | -43.8% | -34.5% |
| 3M | -62.5% | -0.3% | -62.2% | -57.6% |
| 6M | -62.9% | +7.3% | -70.2% | -75.0% |
| YTD | -45.2% | +13.3% | -58.5% | -70.5% |
| 1Y | -80.5% | +14.8% | -95.3% | -90.1% |
| All | -80.5% | +14.6% | -95.2% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling