+842.6%
ASX vs RIG
-46.5%
+889.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.3% | +10.0% | +8.8% |
| 7D | -12.3% | -17.0% | +4.7% | -10.3% |
| 30D | -26.0% | -6.2% | -19.8% | -25.4% |
| 3M | -8.1% | -1.7% | -6.4% | -8.1% |
| 6M | +1.4% | -19.2% | +20.6% | +3.3% |
| YTD | +115.6% | +25.2% | +90.4% | +107.4% |
| 1Y | +128.0% | +29.9% | +98.1% | +118.3% |
| 3Y | +371.4% | -21.3% | +392.7% | +362.8% |
| 5Y | +469.4% | +40.5% | +428.9% | +407.5% |
| 10Y | +842.6% | -49.6% | +892.2% | +699.2% |
| All | +842.6% | -46.5% | +889.1% | +699.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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