+4,344.1%
SMCI vs RIO
+522.1%
+3,822.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.3% |
| 7D | +5.2% | +1.0% | +4.3% | +4.9% |
| 30D | +23.7% | +4.0% | +19.7% | +21.9% |
| 3M | -4.2% | +4.5% | -8.7% | -5.4% |
| 6M | +21.7% | +17.3% | +4.4% | +16.9% |
| YTD | +33.0% | +36.2% | -3.2% | +21.1% |
| 1Y | -9.3% | +76.1% | -85.4% | -24.5% |
| 3Y | +38.7% | +102.5% | -63.8% | +10.1% |
| 5Y | +967.2% | +103.5% | +863.6% | +723.7% |
| 10Y | +1,745.9% | +619.2% | +1,126.7% | +812.7% |
| All | +4,344.1% | +522.1% | +3,822.0% | +1,386.2% |
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