+6,406.4%
AMD vs RBA
+187.5%
+6,218.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +4.6% |
| 7D | +2.6% | -2.9% | +5.5% | +3.8% |
| 30D | -0.9% | -12.3% | +11.4% | +4.1% |
| 3M | -8.7% | -20.5% | +11.8% | -0.8% |
| 6M | +136.3% | -18.5% | +154.9% | +153.7% |
| YTD | +123.0% | -18.2% | +141.2% | +137.4% |
| 1Y | +195.2% | -27.5% | +222.7% | +229.5% |
| 3Y | +336.3% | +38.1% | +298.3% | +265.3% |
| 5Y | +334.5% | +44.8% | +289.7% | +243.6% |
| All | +6,406.4% | +187.5% | +6,218.9% | +3,423.1% |
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