+95.0%
AMDL vs RBA
+13.5%
+81.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.3% | +8.9% | +9.0% |
| 7D | +4.5% | -2.9% | +7.5% | +6.9% |
| 30D | -4.4% | -12.3% | +7.9% | +4.8% |
| 3M | -30.5% | -20.5% | -10.0% | -18.4% |
| 6M | +300.9% | -18.5% | +319.4% | +359.5% |
| YTD | +219.9% | -18.2% | +238.2% | +257.7% |
| 1Y | +374.7% | -27.5% | +402.2% | +497.7% |
| All | +95.0% | +13.5% | +81.5% | +96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling