+527.5%
APP vs RBA
+67.6%
+459.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.0% | +3.5% |
| 7D | +4.6% | +1.7% | +2.8% | +3.7% |
| 30D | +56.0% | +8.3% | +47.7% | +49.4% |
| 3M | +30.8% | +10.5% | +20.3% | +23.7% |
| 6M | -9.8% | -5.9% | -3.9% | -8.6% |
| YTD | -39.3% | -6.9% | -32.4% | -37.3% |
| 1Y | -26.4% | -4.9% | -21.6% | -24.9% |
| 3Y | +887.9% | +64.5% | +823.5% | +732.6% |
| 5Y | +264.1% | +46.1% | +218.0% | +210.1% |
| All | +527.5% | +67.6% | +459.9% | +416.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling