+88.7%
ACN vs RBA
+182.6%
-93.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.1% | -3.5% |
| 7D | -4.8% | -1.1% | -3.8% | -4.5% |
| 30D | +1.9% | -13.2% | +15.1% | +6.2% |
| 3M | +3.9% | -21.4% | +25.2% | +10.7% |
| 6M | -15.0% | -20.9% | +5.9% | -9.8% |
| YTD | -31.9% | -19.9% | -12.0% | -28.0% |
| 1Y | -28.5% | -28.7% | +0.2% | -21.8% |
| 3Y | -41.9% | +27.4% | -69.3% | -47.8% |
| 5Y | -42.9% | +41.7% | -84.6% | -51.7% |
| 10Y | +88.7% | +189.6% | -100.9% | +18.5% |
| All | +88.7% | +182.6% | -93.8% | +18.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling