+236.2%
BBY vs RBA
+195.3%
+41.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.0% | +0.4% |
| 7D | +0.7% | -3.3% | +4.0% | +1.8% |
| 30D | +5.8% | -9.8% | +15.6% | +9.4% |
| 3M | +18.0% | -23.5% | +41.5% | +28.4% |
| 6M | +39.8% | -21.5% | +61.4% | +50.5% |
| YTD | +35.4% | -21.2% | +56.6% | +44.9% |
| 1Y | +21.4% | -30.2% | +51.6% | +35.3% |
| 3Y | +39.5% | +25.3% | +14.2% | +25.4% |
| 5Y | -0.5% | +35.1% | -35.6% | -16.0% |
| All | +236.2% | +195.3% | +41.0% | +99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling