+9,740.7%
RTX vs RIO
+6,008.3%
+3,732.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -5.2% | 0.0% | -5.1% | -5.2% |
| 30D | -9.4% | +4.0% | -13.3% | -10.5% |
| 3M | +12.3% | +0.1% | +12.2% | +11.8% |
| 6M | -3.1% | +12.7% | -15.8% | -7.0% |
| YTD | +10.7% | +35.6% | -24.9% | +0.6% |
| 1Y | +28.4% | +73.7% | -45.3% | +8.8% |
| 3Y | +147.1% | +93.3% | +53.8% | +99.5% |
| 5Y | +167.2% | +92.4% | +74.8% | +110.4% |
| 10Y | +274.7% | +606.9% | -332.2% | +101.5% |
| All | +9,740.7% | +6,008.3% | +3,732.4% | +2,201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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