+34.2%
ECHO vs RBA
-2.0%
+36.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.3% | -3.8% |
| 7D | +4.6% | +12.7% | -8.1% | +1.4% |
| 30D | +0.4% | +15.5% | -15.1% | -3.5% |
| 3M | +7.7% | -14.0% | +21.7% | +14.2% |
| 6M | -18.0% | -8.8% | -9.2% | -16.1% |
| YTD | -9.3% | -6.9% | -2.3% | -12.8% |
| 1Y | +34.2% | -3.0% | +37.2% | +23.6% |
| All | +34.2% | -2.0% | +36.2% | +23.6% |
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