+40.6%
BBY vs RBA
+26.3%
+14.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | +1.2% | -1.9% | +3.1% | +1.8% |
| 30D | +6.8% | -13.0% | +19.8% | +11.2% |
| 3M | +18.7% | -23.1% | +41.9% | +27.8% |
| 6M | +37.3% | -22.6% | +59.9% | +47.2% |
| YTD | +35.3% | -20.4% | +55.7% | +43.3% |
| 1Y | +20.7% | -29.6% | +50.3% | +32.7% |
| All | +40.6% | +26.3% | +14.3% | +35.0% |
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