+14.4%
DBX vs RBA
+260.4%
-246.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.4% | -8.4% | -6.6% |
| 7D | -8.6% | +2.5% | -11.1% | -9.2% |
| 30D | -5.2% | +11.6% | -16.7% | -8.0% |
| 3M | -6.4% | +1.5% | -7.9% | -7.0% |
| 6M | +12.7% | -6.6% | +19.4% | +13.5% |
| YTD | +17.2% | -6.3% | +23.5% | +17.3% |
| 1Y | +5.5% | -4.0% | +9.5% | +4.8% |
| 3Y | +24.1% | +47.3% | -23.2% | +8.7% |
| 5Y | +14.2% | +47.7% | -33.5% | -2.4% |
| All | +14.4% | +260.4% | -246.0% | -45.5% |
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