+88.8%
APA vs RBA
-26.5%
+115.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.2% |
| 7D | +0.5% | -2.9% | +3.5% | +0.5% |
| 30D | +23.4% | -12.3% | +35.7% | +23.3% |
| 3M | +12.7% | -20.5% | +33.2% | +12.6% |
| 6M | +39.4% | -18.5% | +58.0% | +40.0% |
| YTD | +79.0% | -18.2% | +97.2% | +82.2% |
| 1Y | +88.8% | -27.5% | +116.3% | +84.3% |
| All | +88.8% | -26.5% | +115.4% | +84.3% |
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