+1,005.1%
FLEX vs RBA
+185.7%
+819.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | -0.9% | -2.9% | +2.0% | +0.3% |
| 30D | -10.1% | -12.3% | +2.1% | -5.8% |
| 3M | -31.3% | -20.5% | -10.8% | -25.8% |
| 6M | +71.3% | -18.5% | +89.8% | +82.9% |
| YTD | +81.2% | -18.2% | +99.5% | +92.2% |
| 1Y | +98.5% | -27.5% | +126.0% | +120.7% |
| 3Y | +428.2% | +38.1% | +390.2% | +341.6% |
| 5Y | +657.3% | +44.8% | +612.5% | +492.1% |
| All | +1,005.1% | +185.7% | +819.3% | +485.9% |
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