+500.0%
APP vs RBA
+64.7%
+435.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.3% | +11.2% | +10.5% |
| 7D | +71.2% | +4.3% | +66.9% | +67.6% |
| 30D | +39.1% | +16.3% | +22.8% | +28.2% |
| 3M | +16.5% | +1.3% | +15.2% | +15.2% |
| 6M | -16.6% | -11.1% | -5.5% | -13.0% |
| YTD | -41.9% | -8.5% | -33.5% | -39.6% |
| 1Y | -37.0% | -2.1% | -34.9% | -36.6% |
| 3Y | +892.4% | +44.6% | +847.9% | +770.8% |
| 5Y | +297.3% | +36.8% | +260.5% | +244.7% |
| All | +500.0% | +64.7% | +435.3% | +397.8% |
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