+2,979.8%
ASX vs RIO
+2,220.7%
+759.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.7% | +5.7% | +6.2% |
| 7D | -19.9% | +2.2% | -22.2% | -20.6% |
| 30D | -30.9% | -10.1% | -20.8% | -27.7% |
| 3M | -15.1% | -14.1% | -1.0% | -9.6% |
| 6M | -6.5% | -18.9% | +12.4% | +2.3% |
| YTD | +98.4% | +9.9% | +88.5% | +92.0% |
| 1Y | +107.9% | +27.0% | +80.9% | +90.0% |
| 3Y | +325.3% | +50.1% | +275.2% | +263.1% |
| 5Y | +447.3% | +95.3% | +352.0% | +314.4% |
| 10Y | +763.2% | +425.9% | +337.3% | +332.8% |
| All | +2,979.8% | +2,220.7% | +759.1% | +405.5% |
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