-55.4%
APP vs RBA
-2.0%
-53.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.1% | +8.6% | +9.5% |
| 7D | +4.5% | +12.7% | -8.1% | -2.6% |
| 30D | -3.6% | +15.5% | -19.2% | -12.0% |
| 3M | -35.3% | -14.0% | -21.2% | -29.1% |
| 6M | -42.8% | -8.8% | -34.0% | -41.6% |
| YTD | -59.7% | -6.9% | -52.7% | -55.4% |
| 1Y | -55.4% | -3.0% | -52.4% | -50.4% |
| All | -55.4% | -2.0% | -53.4% | -50.4% |
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 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