+73.9%
RIG vs AEIS
+81.9%
-8.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.7% | -2.6% |
| 7D | -3.1% | +2.3% | -5.3% | -3.5% |
| 30D | -0.5% | -14.8% | +14.3% | +2.2% |
| 3M | -6.0% | -15.6% | +9.6% | -4.7% |
| 6M | -10.1% | -8.7% | -1.4% | -12.9% |
| YTD | +37.3% | +37.3% | 0.0% | +15.2% |
| 1Y | +73.9% | +80.3% | -6.4% | +30.1% |
| All | +73.9% | +81.9% | -8.0% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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