+158.9%
ADBE vs RBA
+191.1%
-32.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.8% |
| 7D | -10.1% | -1.1% | -9.0% | -9.8% |
| 30D | -3.0% | -13.2% | +10.2% | +1.6% |
| 3M | +5.0% | -21.4% | +26.4% | +12.8% |
| 6M | -9.3% | -20.9% | +11.6% | -3.0% |
| YTD | -26.5% | -19.9% | -6.6% | -22.3% |
| 1Y | -28.3% | -28.7% | +0.4% | -21.1% |
| 3Y | -54.1% | +27.4% | -81.5% | -59.4% |
| 5Y | -61.2% | +41.7% | -102.9% | -68.0% |
| All | +158.9% | +191.1% | -32.3% | +61.3% |
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