+20.7%
AMDL vs RBA
+28.8%
-8.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | -0.3% | -34.5% | -34.7% |
| 7D | -52.7% | +7.3% | -60.1% | -55.0% |
| 30D | -65.3% | +16.9% | -82.3% | -69.2% |
| 3M | -40.8% | -0.5% | -40.3% | -41.2% |
| 6M | -12.9% | -10.4% | -2.5% | -7.0% |
| YTD | +98.0% | -7.2% | +105.2% | +100.5% |
| 1Y | +30.1% | -2.2% | +32.4% | +25.8% |
| All | +20.7% | +28.8% | -8.1% | +10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling