+338.2%
AZN vs RBA
+207.2%
+131.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -1.1% | +1.7% | -2.8% | -1.3% |
| 30D | +13.8% | +8.3% | +5.5% | +12.4% |
| 3M | +17.3% | +10.5% | +6.8% | +15.4% |
| 6M | -1.7% | -5.9% | +4.1% | -1.5% |
| YTD | +1.4% | -6.9% | +8.2% | +1.4% |
| 1Y | +5.2% | -4.9% | +10.0% | +4.7% |
| 3Y | +52.6% | +64.5% | -11.8% | +37.1% |
| 5Y | +72.9% | +46.1% | +26.8% | +56.0% |
| All | +338.2% | +207.2% | +131.0% | +226.8% |
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