+3,621.5%
STX vs RIO
+605.0%
+3,016.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -2.0% | -2.0% |
| 7D | +9.6% | +1.0% | +8.6% | +9.1% |
| 30D | +10.6% | +4.0% | +6.6% | +8.2% |
| 3M | +4.8% | +4.5% | +0.3% | +2.6% |
| 6M | +137.3% | +17.3% | +119.9% | +120.2% |
| YTD | +222.5% | +36.2% | +186.3% | +180.9% |
| 1Y | +366.2% | +76.1% | +290.1% | +262.7% |
| 3Y | +1,352.9% | +102.5% | +1,250.4% | +945.1% |
| 5Y | +1,077.4% | +103.5% | +973.9% | +723.3% |
| 10Y | +3,621.5% | +619.2% | +3,002.3% | +1,502.9% |
| All | +3,621.5% | +605.0% | +3,016.5% | +1,502.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling