+24.9%
BB vs RBA
+204.3%
-179.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.6% |
| 7D | +9.0% | -0.5% | +9.5% | +9.1% |
| 30D | +7.7% | +6.8% | +0.8% | +5.5% |
| 3M | +4.0% | +9.5% | -5.5% | +1.1% |
| 6M | +46.6% | -8.2% | +54.8% | +48.4% |
| YTD | +140.6% | -7.7% | +148.4% | +142.4% |
| 1Y | +103.1% | -6.9% | +110.0% | +104.1% |
| 3Y | +150.5% | +61.6% | +88.9% | +112.5% |
| 5Y | -15.4% | +44.7% | -60.1% | -27.9% |
| All | +24.9% | +204.3% | -179.4% | -19.8% |
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