+75.8%
GPC vs RBA
+209.3%
-133.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | -2.1% | +0.6% | -2.7% | -2.3% |
| 30D | -4.5% | +9.0% | -13.5% | -6.8% |
| 3M | -7.7% | +7.2% | -14.8% | -9.6% |
| 6M | +24.3% | -7.8% | +32.1% | +26.2% |
| YTD | +3.5% | -6.4% | +9.8% | +3.9% |
| 1Y | +0.7% | -4.2% | +4.9% | +0.5% |
| 3Y | 0.0% | +64.1% | -64.1% | -15.1% |
| 5Y | +5.8% | +48.4% | -42.6% | -9.9% |
| 10Y | +75.8% | +209.9% | -134.2% | +10.6% |
| All | +75.8% | +209.3% | -133.6% | +10.6% |
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