-74.7%
RIOX vs SPY
+27.6%
-102.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.7% | +0.3% | +26.4% | +25.0% |
| 7D | +61.1% | -2.7% | +63.8% | +88.6% |
| 30D | -30.2% | -5.4% | -24.8% | +1.2% |
| 3M | -54.4% | -4.1% | -50.3% | -38.2% |
| 6M | -72.4% | +0.7% | -73.1% | -69.1% |
| YTD | -36.1% | +8.7% | -44.7% | -41.9% |
| 1Y | -71.6% | +10.9% | -82.4% | -75.6% |
| All | -74.7% | +27.6% | -102.3% | -76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling