+292.6%
APP vs RBA
+37.7%
+255.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.3% | +11.2% | +10.5% |
| 7D | +71.2% | +4.3% | +66.9% | +67.4% |
| 30D | +39.1% | +16.3% | +22.8% | +27.7% |
| 3M | +16.5% | +1.3% | +15.2% | +15.2% |
| 6M | -16.6% | -11.1% | -5.5% | -12.9% |
| YTD | -41.9% | -8.5% | -33.5% | -39.5% |
| 1Y | -37.0% | -2.1% | -34.9% | -36.6% |
| 3Y | +892.4% | +44.6% | +847.9% | +764.2% |
| All | +292.6% | +37.7% | +255.0% | +270.7% |
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