+3,552.3%
ASX vs RIO
+2,762.3%
+790.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +2.0% | +4.0% | -2.0% | +0.3% |
| 3M | -1.3% | +0.1% | -1.5% | -1.2% |
| 6M | +71.4% | +12.7% | +58.7% | +63.8% |
| YTD | +135.3% | +35.6% | +99.8% | +108.7% |
| 1Y | +267.5% | +73.7% | +193.8% | +195.9% |
| 3Y | +388.5% | +93.3% | +295.2% | +275.5% |
| 5Y | +417.1% | +92.4% | +324.7% | +290.5% |
| 10Y | +872.7% | +606.9% | +265.8% | +332.2% |
| All | +3,552.3% | +2,762.3% | +790.0% | +449.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling