+152.8%
BB vs RBA
+63.1%
+89.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.4% | -2.6% |
| 7D | +1.8% | +1.7% | +0.1% | +1.4% |
| 30D | +8.1% | +8.3% | -0.2% | +6.0% |
| 3M | -1.0% | +10.5% | -11.5% | -3.5% |
| 6M | +45.9% | -5.9% | +51.8% | +46.4% |
| YTD | +134.8% | -6.9% | +141.7% | +135.4% |
| 1Y | +104.6% | -4.9% | +109.5% | +103.9% |
| 3Y | +152.8% | +64.5% | +88.4% | +116.3% |
| All | +152.8% | +63.1% | +89.7% | +116.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling