+17.9%
BND vs RBA
+209.3%
-191.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -0.6% | +0.6% | -1.2% | -0.6% |
| 30D | +1.6% | +9.0% | -7.4% | +1.3% |
| 3M | -0.5% | +7.2% | -7.6% | -0.7% |
| 6M | -1.1% | -7.8% | +6.7% | -0.9% |
| YTD | -0.7% | -6.4% | +5.7% | -0.7% |
| 1Y | -0.7% | -4.2% | +3.5% | -0.7% |
| 3Y | +14.4% | +64.1% | -49.6% | +12.4% |
| 5Y | -1.1% | +48.4% | -49.5% | -2.8% |
| 10Y | +17.9% | +209.9% | -192.0% | +12.9% |
| All | +17.9% | +209.3% | -191.4% | +12.9% |
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