+333.0%
APP vs RBA
+45.3%
+287.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.1% |
| 7D | +0.9% | -2.9% | +3.8% | +2.4% |
| 30D | -23.3% | -12.3% | -11.0% | -17.6% |
| 3M | -42.6% | -20.5% | -22.1% | -36.2% |
| 6M | -33.6% | -18.5% | -15.1% | -27.2% |
| YTD | -52.4% | -18.2% | -34.2% | -47.2% |
| 1Y | -35.9% | -27.5% | -8.4% | -24.8% |
| 3Y | +642.2% | +38.1% | +604.1% | +572.3% |
| All | +333.0% | +45.3% | +287.7% | +268.3% |
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