+38.0%
BB vs RBA
+36.9%
+1.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -5.6% | -2.9% | -2.7% | -4.9% |
| 30D | -11.8% | -12.3% | +0.5% | -9.0% |
| 3M | -25.5% | -20.5% | -5.0% | -22.0% |
| 6M | +121.3% | -18.5% | +139.8% | +129.7% |
| YTD | +103.2% | -18.2% | +121.4% | +110.2% |
| 1Y | +102.6% | -27.5% | +130.1% | +116.1% |
| All | +38.0% | +36.9% | +1.1% | +33.0% |
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