+130.4%
AMDL vs RBA
-3.8%
+134.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.5% |
| 7D | +5.4% | +3.2% | +2.2% | +4.5% |
| 30D | -36.6% | +12.0% | -48.6% | -39.0% |
| 3M | -1.0% | +2.9% | -3.9% | -0.3% |
| 6M | -12.1% | -6.3% | -5.8% | -6.9% |
| YTD | +215.1% | -5.9% | +221.0% | +208.0% |
| 1Y | +130.4% | -3.9% | +134.3% | +120.3% |
| All | +130.4% | -3.8% | +134.2% | +120.3% |
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