+325.3%
ASX vs RIG
-24.1%
+349.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +5.9% |
| 7D | -19.9% | -24.5% | +4.6% | -15.8% |
| 30D | -30.9% | -2.8% | -28.1% | -30.5% |
| 3M | -15.1% | +1.6% | -16.6% | -15.6% |
| 6M | -6.5% | -15.9% | +9.4% | -4.7% |
| YTD | +98.4% | +26.9% | +71.6% | +83.1% |
| 1Y | +107.9% | +34.4% | +73.5% | +89.1% |
| 3Y | +325.3% | -21.2% | +346.5% | +304.2% |
| All | +325.3% | -24.1% | +349.3% | +304.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling