+79.3%
ADI vs RBA
-2.0%
+81.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.1% | -5.3% | -3.5% |
| 7D | -5.1% | +12.7% | -17.8% | -6.9% |
| 30D | -3.1% | +15.5% | -18.6% | -5.3% |
| 3M | +7.1% | -14.0% | +21.2% | +10.4% |
| 6M | +2.9% | -8.8% | +11.7% | +4.0% |
| YTD | +51.1% | -6.9% | +58.1% | +45.7% |
| 1Y | +79.3% | -3.0% | +82.3% | +70.0% |
| All | +79.3% | -2.0% | +81.3% | +70.0% |
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