+40.9%
RIG vs ACWI
+54.8%
-14.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.8% | +2.8% |
| 7D | -24.5% | -2.4% | -22.1% | -22.1% |
| 30D | -2.8% | -5.2% | +2.4% | +4.1% |
| 3M | +1.6% | -4.8% | +6.4% | +7.8% |
| 6M | -15.9% | -1.3% | -14.6% | -15.9% |
| YTD | +26.9% | +8.4% | +18.5% | +9.6% |
| 1Y | +34.4% | +11.0% | +23.3% | +12.0% |
| 3Y | -21.2% | +70.6% | -91.8% | -64.0% |
| All | +40.9% | +54.8% | -14.0% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling