+354.1%
BB vs RBA
+2,805.2%
-2,451.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.3% | +5.7% | +4.8% |
| 7D | +3.8% | +4.3% | -0.5% | +2.5% |
| 30D | -0.3% | +16.3% | -16.7% | -5.0% |
| 3M | -0.5% | +1.3% | -1.8% | -1.3% |
| 6M | +45.9% | -11.1% | +57.0% | +49.1% |
| YTD | +130.6% | -8.5% | +139.1% | +132.9% |
| 1Y | +89.2% | -2.1% | +91.3% | +87.1% |
| 3Y | +137.5% | +44.6% | +92.9% | +105.8% |
| 5Y | -20.9% | +36.8% | -57.7% | -32.0% |
| 10Y | +25.4% | +227.3% | -201.9% | -21.7% |
| All | +354.1% | +2,805.2% | -2,451.0% | +61.6% |
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