+8,164.6%
AMD vs RBA
+209.3%
+7,955.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.5% | +7.8% | +7.5% |
| 7D | +13.1% | +0.6% | +12.5% | +12.9% |
| 30D | -7.0% | +9.0% | -15.9% | -10.4% |
| 3M | +16.6% | +7.2% | +9.4% | +12.4% |
| 6M | +20.5% | -7.8% | +28.3% | +22.5% |
| YTD | +158.2% | -6.4% | +164.5% | +158.7% |
| 1Y | +132.8% | -4.2% | +137.0% | +131.0% |
| 3Y | +366.2% | +64.1% | +302.2% | +263.7% |
| 5Y | +278.7% | +48.4% | +230.3% | +198.1% |
| 10Y | +8,164.6% | +209.9% | +7,954.7% | +4,300.7% |
| All | +8,164.6% | +209.3% | +7,955.2% | +4,300.7% |
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