+630.6%
ADI vs RBA
+236.6%
+394.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.4% | +6.1% | +7.7% |
| 7D | -4.4% | +2.5% | -6.9% | -5.2% |
| 30D | -2.8% | +11.6% | -14.4% | -6.6% |
| 3M | +1.5% | +1.5% | 0.0% | +0.5% |
| 6M | -4.7% | -6.6% | +1.9% | -3.8% |
| YTD | +46.8% | -6.3% | +53.1% | +47.0% |
| 1Y | +74.9% | -4.0% | +78.8% | +73.6% |
| 3Y | +147.4% | +47.3% | +100.2% | +109.9% |
| 5Y | +131.9% | +47.7% | +84.3% | +91.1% |
| 10Y | +630.6% | +224.7% | +405.9% | +331.9% |
| All | +630.6% | +236.6% | +394.0% | +331.9% |
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