+250.4%
APP vs RBA
+46.2%
+204.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.3% | -2.0% |
| 7D | +10.6% | -0.5% | +11.1% | +10.8% |
| 30D | +44.6% | +6.8% | +37.7% | +39.1% |
| 3M | +29.6% | +9.5% | +20.2% | +22.7% |
| 6M | -19.8% | -8.2% | -11.6% | -17.6% |
| YTD | -41.6% | -7.7% | -33.8% | -39.4% |
| 1Y | -32.7% | -6.9% | -25.8% | -30.5% |
| 3Y | +799.0% | +61.6% | +737.4% | +654.4% |
| 5Y | +250.4% | +44.7% | +205.7% | +233.6% |
| All | +250.4% | +46.2% | +204.2% | +233.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling