+913.4%
ASX vs RIO
+600.2%
+313.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.5% | +5.8% |
| 7D | +6.3% | +1.9% | +4.4% | +5.3% |
| 30D | +6.4% | +5.0% | +1.5% | +3.8% |
| 3M | +13.1% | +5.1% | +8.0% | +10.3% |
| 6M | +90.3% | +17.6% | +72.7% | +76.2% |
| YTD | +149.6% | +36.3% | +113.3% | +114.8% |
| 1Y | +249.2% | +71.2% | +178.0% | +169.7% |
| 3Y | +445.9% | +102.7% | +343.2% | +286.4% |
| 5Y | +477.7% | +99.6% | +378.2% | +300.9% |
| 10Y | +913.4% | +603.1% | +310.3% | +342.0% |
| All | +913.4% | +600.2% | +313.2% | +342.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling