+746.7%
GOOGL vs RBA
+189.2%
+557.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.1% |
| 7D | -1.9% | -1.9% | 0.0% | -1.4% |
| 30D | -7.5% | -13.0% | +5.5% | -4.1% |
| 3M | -9.2% | -23.1% | +13.9% | -3.0% |
| 6M | +8.1% | -22.6% | +30.7% | +15.0% |
| YTD | +5.8% | -20.4% | +26.2% | +11.3% |
| 1Y | +38.3% | -29.6% | +67.9% | +50.1% |
| 3Y | +144.8% | +26.6% | +118.2% | +121.9% |
| 5Y | +132.5% | +38.2% | +94.4% | +99.8% |
| 10Y | +746.7% | +194.7% | +551.9% | +461.1% |
| All | +746.7% | +189.2% | +557.5% | +461.1% |
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