-98.2%
BIYA vs RJF
+7.8%
-106.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.3% | -7.6% | -9.8% |
| 7D | -4.0% | +7.2% | -11.2% | -14.8% |
| 30D | -15.0% | +4.9% | -19.9% | -22.7% |
| 3M | -58.1% | -5.5% | -52.6% | -54.3% |
| 6M | -90.0% | +8.0% | -98.0% | -91.5% |
| YTD | -96.9% | +6.2% | -103.1% | -97.3% |
| 1Y | -98.2% | +7.8% | -106.0% | -98.5% |
| All | -98.2% | +7.8% | -106.0% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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