+127.4%
ADBE vs RBA
+225.5%
-98.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -3.8% | +3.2% | -7.0% | -4.9% |
| 30D | -2.3% | +12.0% | -14.3% | -6.1% |
| 3M | -13.3% | +2.9% | -16.2% | -14.3% |
| 6M | -6.5% | -6.3% | -0.2% | -5.4% |
| YTD | -32.4% | -5.9% | -26.5% | -32.3% |
| 1Y | -28.0% | -3.9% | -24.1% | -28.5% |
| 3Y | -60.4% | +64.9% | -125.3% | -67.9% |
| 5Y | -63.4% | +48.5% | -111.9% | -70.3% |
| 10Y | +127.4% | +211.8% | -84.4% | +36.1% |
| All | +127.4% | +225.5% | -98.0% | +36.1% |
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