+102.5%
AMDL vs RBA
+29.3%
+73.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +0.9% | -18.5% | -18.1% |
| 7D | +37.2% | +1.7% | +35.5% | +35.8% |
| 30D | -24.0% | +8.3% | -32.4% | -28.6% |
| 3M | -1.0% | +10.5% | -11.6% | -9.1% |
| 6M | -3.2% | -5.9% | +2.7% | -1.0% |
| YTD | +232.2% | -6.9% | +239.1% | +235.1% |
| 1Y | +137.7% | -4.9% | +142.6% | +135.1% |
| All | +102.5% | +29.3% | +73.2% | +83.9% |
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