+2,979.8%
ASX vs RIG
-90.4%
+3,070.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +6.0% |
| 7D | -19.9% | -24.5% | +4.6% | -16.1% |
| 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% | -4.6% |
| YTD | +98.4% | +26.9% | +71.6% | +87.2% |
| 1Y | +107.9% | +34.4% | +73.5% | +94.0% |
| 3Y | +325.3% | -21.2% | +346.5% | +316.2% |
| 5Y | +447.3% | +46.4% | +400.9% | +352.5% |
| 10Y | +763.2% | -45.8% | +809.0% | +529.7% |
| All | +2,979.8% | -90.4% | +3,070.2% | +2,359.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling