+87.1%
AMDL vs RBA
+30.2%
+56.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +2.4% | +24.4% | +25.3% |
| 7D | +10.3% | +2.5% | +7.8% | +8.8% |
| 30D | -38.3% | +11.6% | -49.8% | -43.0% |
| 3M | -8.7% | +1.5% | -10.2% | -10.3% |
| 6M | -14.4% | -6.6% | -7.7% | -11.4% |
| YTD | +206.9% | -6.3% | +213.2% | +209.2% |
| 1Y | +144.4% | -4.0% | +148.3% | +141.5% |
| All | +87.1% | +30.2% | +56.9% | +69.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling