+55.3%
BE vs RBA
-2.0%
+57.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.1% | -8.4% | -6.7% |
| 7D | -12.1% | +12.7% | -24.8% | -14.2% |
| 30D | -30.1% | +15.5% | -45.6% | -32.2% |
| 3M | -12.1% | -14.0% | +1.9% | -6.4% |
| 6M | -30.6% | -8.8% | -21.7% | -30.3% |
| YTD | +130.6% | -6.9% | +137.6% | +115.2% |
| 1Y | +55.3% | -3.0% | +58.3% | +42.4% |
| All | +55.3% | -2.0% | +57.3% | +42.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling