+842.6%
ASX vs RIO
+392.9%
+449.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.2% | +5.5% | +7.0% |
| 7D | -12.3% | +4.4% | -16.7% | -14.0% |
| 30D | -26.0% | -8.9% | -17.1% | -22.1% |
| 3M | -8.1% | -12.7% | +4.6% | -1.3% |
| 6M | +1.4% | -16.2% | +17.6% | +11.5% |
| YTD | +115.6% | +13.4% | +102.2% | +104.0% |
| 1Y | +128.0% | +30.9% | +97.1% | +101.2% |
| 3Y | +371.4% | +60.2% | +311.2% | +275.2% |
| 5Y | +469.4% | +98.9% | +370.5% | +299.1% |
| 10Y | +842.6% | +381.4% | +461.2% | +391.6% |
| All | +842.6% | +392.9% | +449.7% | +391.6% |
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