+10.2%
FLEX vs RBA
-3.3%
+13.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.3% | +5.9% | +4.7% |
| 7D | -19.3% | +4.3% | -23.6% | -19.8% |
| 30D | -41.5% | +16.3% | -57.8% | -42.9% |
| 3M | -43.1% | +1.3% | -44.4% | -42.9% |
| 6M | -48.2% | -11.1% | -37.1% | -46.8% |
| YTD | +15.5% | -8.5% | +24.0% | +12.7% |
| 1Y | +10.2% | -2.1% | +12.3% | +2.4% |
| All | +10.2% | -3.3% | +13.5% | +2.4% |
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