+23.2%
DBX vs RBA
+37.7%
-14.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.7% | -2.7% |
| 7D | -4.4% | +4.3% | -8.7% | -5.4% |
| 30D | +4.8% | +16.3% | -11.5% | +0.8% |
| 3M | +0.3% | +1.3% | -1.0% | -0.2% |
| 6M | +40.4% | -11.1% | +51.4% | +43.0% |
| YTD | +24.7% | -8.5% | +33.1% | +25.3% |
| 1Y | +20.9% | -2.1% | +23.0% | +19.1% |
| 3Y | +34.5% | +44.6% | -10.1% | +18.2% |
| All | +23.2% | +37.7% | -14.5% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling