+15.3%
BTDR vs RBA
+49.1%
-33.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.0% | -5.5% | -6.1% |
| 7D | -3.2% | -3.3% | +0.1% | -2.1% |
| 30D | +32.7% | -9.8% | +42.5% | +37.3% |
| 3M | -28.4% | -23.5% | -4.9% | -22.2% |
| 6M | +51.7% | -21.5% | +73.2% | +63.3% |
| YTD | +2.9% | -21.2% | +24.0% | +11.4% |
| 1Y | -15.5% | -30.2% | +14.7% | -5.2% |
| 3Y | 0.0% | +25.3% | -25.3% | +3.0% |
| 5Y | +16.5% | +35.1% | -18.7% | +19.9% |
| All | +15.3% | +49.1% | -33.8% | +18.7% |
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