+29.7%
AAPL vs RBA
-3.8%
+33.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +5.0% | +3.2% | +1.8% | +4.5% |
| 30D | +3.5% | +12.0% | -8.5% | +1.9% |
| 3M | +13.1% | +2.9% | +10.2% | +12.5% |
| 6M | +19.0% | -6.3% | +25.3% | +18.9% |
| YTD | +28.5% | -5.9% | +34.4% | +30.6% |
| 1Y | +29.7% | -3.9% | +33.6% | +31.4% |
| All | +29.7% | -3.8% | +33.5% | +31.4% |
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