+3.1%
BB vs RBA
+182.6%
-179.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.8% |
| 7D | +0.5% | -1.1% | +1.6% | +0.8% |
| 30D | -12.4% | -13.2% | +0.9% | -8.9% |
| 3M | -15.3% | -21.4% | +6.1% | -10.2% |
| 6M | +128.8% | -20.9% | +149.6% | +141.9% |
| YTD | +107.7% | -19.9% | +127.5% | +118.2% |
| 1Y | +103.9% | -28.7% | +132.6% | +120.9% |
| 3Y | +72.6% | +27.4% | +45.2% | +56.4% |
| 5Y | -24.3% | +41.7% | -66.0% | -35.1% |
| 10Y | +3.1% | +189.6% | -186.5% | -33.7% |
| All | +3.1% | +182.6% | -179.4% | -33.7% |
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 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