+33.9%
AAPL vs RBA
-26.5%
+60.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +0.1% | -2.9% | +3.0% | +0.5% |
| 30D | +3.0% | -12.3% | +15.3% | +4.6% |
| 3M | +2.9% | -20.5% | +23.4% | +5.3% |
| 6M | +22.1% | -18.5% | +40.6% | +24.1% |
| YTD | +18.0% | -18.2% | +36.2% | +22.1% |
| 1Y | +33.9% | -27.5% | +61.4% | +35.0% |
| All | +33.9% | -26.5% | +60.5% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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