-27.6%
RIG vs ACWI
+78.9%
-106.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | +0.9% | +0.5% | +0.4% | +0.2% |
| 30D | +13.8% | +0.9% | +12.9% | +12.4% |
| 3M | -6.4% | +2.4% | -8.8% | -9.8% |
| 6M | -8.2% | +12.4% | -20.5% | -23.6% |
| YTD | +41.6% | +15.2% | +26.5% | +13.5% |
| 1Y | +88.7% | +22.7% | +66.0% | +37.3% |
| All | -27.6% | +78.9% | -106.5% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling