+43.1%
FLNC vs RBA
-27.6%
+70.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.8% | -1.3% | +1.2% |
| 7D | -4.1% | +0.1% | -4.1% | -4.1% |
| 30D | -24.8% | -2.9% | -21.8% | -24.0% |
| 3M | -59.1% | -20.9% | -38.2% | -55.6% |
| 6M | -42.0% | -17.7% | -24.3% | -38.4% |
| YTD | -49.8% | -18.2% | -31.6% | -46.4% |
| 1Y | +43.1% | -29.1% | +72.2% | +51.4% |
| All | +43.1% | -27.6% | +70.7% | +51.4% |
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