+68.3%
HAL vs RBA
-26.5%
+94.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +2.9% | -2.9% | +5.9% | +2.9% |
| 30D | +17.0% | -12.3% | +29.3% | +16.8% |
| 3M | -9.7% | -20.5% | +10.9% | -9.9% |
| 6M | +8.6% | -18.5% | +27.2% | +8.4% |
| YTD | +33.0% | -18.2% | +51.2% | +32.9% |
| 1Y | +68.3% | -27.5% | +95.8% | +56.6% |
| All | +68.3% | -26.5% | +94.9% | +56.6% |
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 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