+267.5%
ASX vs RIO
+73.7%
+193.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | -0.1% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +2.0% | +4.0% | -2.0% | -0.9% |
| 3M | -1.3% | +0.1% | -1.5% | -2.0% |
| 6M | +71.4% | +12.7% | +58.7% | +59.5% |
| YTD | +135.3% | +35.6% | +99.8% | +95.0% |
| 1Y | +267.5% | +73.7% | +193.8% | +156.4% |
| All | +267.5% | +73.7% | +193.7% | +156.4% |
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