+374.7%
AMDL vs RBA
-26.5%
+401.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.3% | +8.9% | +9.1% |
| 7D | +4.5% | -2.9% | +7.5% | +5.7% |
| 30D | -4.4% | -12.3% | +7.9% | +0.9% |
| 3M | -30.5% | -20.5% | -10.0% | -23.0% |
| 6M | +300.9% | -18.5% | +319.4% | +338.0% |
| YTD | +219.9% | -18.2% | +238.2% | +264.4% |
| 1Y | +374.7% | -27.5% | +402.2% | +413.7% |
| All | +374.7% | -26.5% | +401.3% | +413.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling