+300.1%
BB vs RBA
+2,495.1%
-2,195.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -5.6% | -2.9% | -2.7% | -4.8% |
| 30D | -11.8% | -12.3% | +0.5% | -8.4% |
| 3M | -25.5% | -20.5% | -5.0% | -21.0% |
| 6M | +121.3% | -18.5% | +139.8% | +132.9% |
| YTD | +103.2% | -18.2% | +121.4% | +113.1% |
| 1Y | +102.6% | -27.5% | +130.1% | +119.5% |
| 3Y | +37.5% | +38.1% | -0.6% | +21.0% |
| 5Y | -30.4% | +44.8% | -75.2% | -41.1% |
| 10Y | 0.0% | +187.1% | -187.1% | -34.8% |
| All | +300.1% | +2,495.1% | -2,195.0% | +47.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling