+67.2%
CAH vs RBA
-26.5%
+93.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +5.4% | -2.9% | +8.3% | +5.6% |
| 30D | +3.3% | -12.3% | +15.6% | +4.3% |
| 3M | +22.8% | -20.5% | +43.3% | +24.2% |
| 6M | +11.3% | -18.5% | +29.8% | +12.1% |
| YTD | +21.1% | -18.2% | +39.4% | +21.6% |
| 1Y | +67.2% | -27.5% | +94.7% | +69.4% |
| All | +67.2% | -26.5% | +93.8% | +69.4% |
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