+4,291.4%
AMD vs RBA
+3,565.6%
+725.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +4.6% |
| 7D | +2.6% | -2.9% | +5.5% | +3.7% |
| 30D | -0.9% | -12.3% | +11.4% | +3.8% |
| 3M | -8.7% | -20.5% | +11.8% | -1.2% |
| 6M | +136.3% | -18.5% | +154.9% | +152.8% |
| YTD | +123.0% | -18.2% | +141.2% | +136.8% |
| 1Y | +195.2% | -27.5% | +222.7% | +227.2% |
| 3Y | +336.3% | +38.1% | +298.3% | +271.0% |
| 5Y | +334.5% | +44.8% | +289.7% | +253.3% |
| 10Y | +6,259.1% | +187.1% | +6,072.0% | +3,727.8% |
| All | +4,291.4% | +3,565.6% | +725.9% | +1,307.1% |
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 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