+229.2%
ASX vs RIG
+88.1%
+141.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.5% |
| 7D | -0.7% | +0.9% | -1.6% | -0.8% |
| 30D | +2.0% | +13.8% | -11.8% | +0.6% |
| 3M | -1.3% | -6.4% | +5.1% | -1.0% |
| 6M | +71.4% | -8.2% | +79.6% | +69.7% |
| YTD | +135.3% | +41.6% | +93.7% | +112.9% |
| All | +229.2% | +88.1% | +141.1% | +178.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling