+92.7%
STX vs RIO
+27.0%
+65.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.5% | +9.5% | +9.6% |
| 7D | -1.0% | +0.5% | -1.4% | -1.0% |
| 30D | -26.8% | -9.9% | -16.9% | -20.6% |
| 3M | -32.7% | -14.0% | -18.7% | -25.0% |
| 6M | -33.7% | -19.5% | -14.2% | -23.0% |
| YTD | +101.0% | +11.5% | +89.5% | +87.2% |
| 1Y | +92.7% | +26.9% | +65.8% | +67.2% |
| All | +92.7% | +27.0% | +65.7% | +67.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling