+103.9%
BB vs RBA
-28.4%
+132.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.2% | +2.6% |
| 7D | +0.5% | -1.1% | +1.6% | +0.7% |
| 30D | -12.4% | -13.2% | +0.9% | -10.2% |
| 3M | -15.3% | -21.4% | +6.1% | -12.7% |
| 6M | +128.8% | -20.9% | +149.6% | +134.1% |
| YTD | +107.7% | -19.9% | +127.5% | +115.7% |
| 1Y | +103.9% | -28.7% | +132.6% | +90.9% |
| All | +103.9% | -28.4% | +132.3% | +90.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling