-71.6%
FLNC vs RBA
+35.0%
-106.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.8% | -1.3% | +0.6% |
| 7D | -4.1% | +0.1% | -4.1% | -4.1% |
| 30D | -24.8% | -2.9% | -21.8% | -23.8% |
| 3M | -59.1% | -20.9% | -38.2% | -54.4% |
| 6M | -42.0% | -17.7% | -24.3% | -36.9% |
| YTD | -49.8% | -18.2% | -31.6% | -45.4% |
| 1Y | +43.1% | -29.1% | +72.2% | +67.7% |
| 3Y | -61.0% | +29.5% | -90.5% | -68.6% |
| All | -71.6% | +35.0% | -106.6% | -78.9% |
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