+636.4%
ADI vs RBA
+189.2%
+447.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +2.6% | -1.9% | +4.5% | +3.3% |
| 30D | -4.6% | -13.0% | +8.3% | -0.1% |
| 3M | -9.5% | -23.1% | +13.6% | -1.8% |
| 6M | +14.8% | -22.6% | +37.4% | +24.1% |
| YTD | +35.8% | -20.4% | +56.2% | +44.4% |
| 1Y | +48.9% | -29.6% | +78.5% | +65.2% |
| 3Y | +115.6% | +26.6% | +89.0% | +93.2% |
| 5Y | +135.1% | +38.2% | +96.9% | +97.9% |
| 10Y | +636.4% | +194.7% | +441.7% | +347.7% |
| All | +636.4% | +189.2% | +447.3% | +347.7% |
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