+155.0%
ASX vs RIO
+27.0%
+128.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.5% | +6.1% | +6.2% |
| 7D | +0.8% | +0.5% | +0.3% | +0.8% |
| 30D | -20.4% | -9.9% | -10.5% | -14.0% |
| 3M | -2.1% | -14.0% | +11.9% | +9.1% |
| 6M | +8.2% | -19.5% | +27.7% | +24.9% |
| YTD | +137.3% | +11.5% | +125.7% | +135.9% |
| 1Y | +155.0% | +26.9% | +128.1% | +129.8% |
| All | +155.0% | +27.0% | +128.0% | +129.8% |
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