+17.7%
DBX vs RBA
+254.7%
-237.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.5% | +1.4% |
| 7D | -6.3% | -0.5% | -5.7% | -6.2% |
| 30D | -5.9% | +6.8% | -12.7% | -7.6% |
| 3M | -0.4% | +9.5% | -9.8% | -2.8% |
| 6M | +29.8% | -8.2% | +38.0% | +31.4% |
| YTD | +20.5% | -7.7% | +28.3% | +21.1% |
| 1Y | +8.7% | -6.9% | +15.6% | +8.7% |
| 3Y | +25.9% | +61.6% | -35.7% | +7.7% |
| 5Y | +24.2% | +44.7% | -20.6% | +6.6% |
| All | +17.7% | +254.7% | -237.0% | -43.7% |
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