+1.2%
HAL vs RBA
+182.6%
-181.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | 0.0% |
| 7D | +0.5% | -1.1% | +1.5% | +0.9% |
| 30D | +15.9% | -13.2% | +29.1% | +21.9% |
| 3M | -8.7% | -21.4% | +12.6% | -1.5% |
| 6M | +9.0% | -20.9% | +29.9% | +16.8% |
| YTD | +32.0% | -19.9% | +51.9% | +39.6% |
| 1Y | +72.5% | -28.7% | +101.1% | +90.7% |
| 3Y | -4.5% | +27.4% | -32.0% | -18.9% |
| 5Y | +109.7% | +41.7% | +67.9% | +61.1% |
| 10Y | +1.2% | +189.6% | -188.4% | -54.1% |
| All | +1.2% | +182.6% | -181.4% | -54.1% |
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