-72.4%
RIOX vs SPY
+30.9%
-103.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -1.7% |
| 7D | +8.9% | +2.6% | +6.3% | -5.2% |
| 30D | +18.8% | -2.0% | +20.8% | +39.9% |
| 3M | -38.6% | -2.8% | -35.8% | -21.7% |
| 6M | -72.6% | +2.1% | -74.7% | -71.5% |
| YTD | -30.4% | +11.5% | -41.9% | -44.9% |
| 1Y | -50.4% | +13.5% | -63.9% | -62.9% |
| All | -72.4% | +30.9% | -103.3% | -77.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling