+274.7%
BBY vs RBA
+207.2%
+67.6%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.3% |
| 7D | +4.5% | +1.7% | +2.7% | +3.9% |
| 30D | +16.8% | +8.3% | +8.5% | +13.6% |
| 3M | +23.2% | +10.5% | +12.7% | +18.8% |
| 6M | +91.9% | -5.9% | +97.8% | +94.4% |
| YTD | +61.6% | -6.9% | +68.5% | +63.3% |
| 1Y | +43.9% | -4.9% | +48.7% | +44.2% |
| 3Y | +88.6% | +64.5% | +24.2% | +55.0% |
| 5Y | -3.1% | +46.1% | -49.2% | -19.5% |
| All | +274.7% | +207.2% | +67.6% | +120.9% |
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