+636.2%
ADI vs RBA
+225.5%
+410.8%
-33.6%
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% | -0.5% |
| 7D | -6.3% | +3.2% | -9.5% | -7.3% |
| 30D | -3.2% | +12.0% | -15.2% | -7.1% |
| 3M | +2.8% | +2.9% | -0.1% | +1.2% |
| 6M | -5.0% | -6.3% | +1.2% | -4.2% |
| YTD | +46.3% | -5.9% | +52.2% | +46.3% |
| 1Y | +71.6% | -3.9% | +75.5% | +70.3% |
| 3Y | +139.2% | +64.9% | +74.3% | +95.6% |
| 5Y | +136.4% | +48.5% | +87.9% | +94.2% |
| 10Y | +636.2% | +211.8% | +424.4% | +333.4% |
| All | +636.2% | +225.5% | +410.8% | +333.4% |
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