+3,671.0%
ADI vs RBA
+3,565.5%
+105.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | +0.4% | -2.9% | +3.4% | +1.3% |
| 30D | -3.8% | -12.3% | +8.5% | -0.3% |
| 3M | -15.3% | -20.5% | +5.3% | -10.1% |
| 6M | +6.7% | -18.5% | +25.2% | +12.2% |
| YTD | +34.8% | -18.2% | +53.0% | +40.9% |
| 1Y | +49.0% | -27.5% | +76.5% | +61.2% |
| 3Y | +108.1% | +38.1% | +70.0% | +85.8% |
| 5Y | +142.4% | +44.8% | +97.6% | +108.9% |
| 10Y | +589.9% | +187.1% | +402.8% | +377.2% |
| All | +3,671.0% | +3,565.5% | +105.4% | +1,242.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling