+132.9%
ADBE vs RBA
+204.3%
-71.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.9% |
| 7D | -3.2% | -0.5% | -2.7% | -3.0% |
| 30D | +1.0% | +6.8% | -5.9% | -1.4% |
| 3M | -7.8% | +9.5% | -17.3% | -10.8% |
| 6M | -1.0% | -8.2% | +7.3% | +0.9% |
| YTD | -31.8% | -7.7% | -24.1% | -31.3% |
| 1Y | -29.2% | -6.9% | -22.3% | -29.0% |
| 3Y | -60.1% | +61.6% | -121.7% | -67.5% |
| 5Y | -63.7% | +44.7% | -108.4% | -70.2% |
| All | +132.9% | +204.3% | -71.4% | +40.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling