+100.5%
HAS vs RBA
+224.6%
-124.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | -0.2% | +4.3% | -4.4% | -1.3% |
| 30D | +31.0% | +16.3% | +14.7% | +25.4% |
| 3M | +30.7% | +1.3% | +29.3% | +29.7% |
| 6M | +23.9% | -11.1% | +35.0% | +26.8% |
| YTD | +48.3% | -8.5% | +56.8% | +49.9% |
| 1Y | +60.2% | -2.1% | +62.3% | +58.8% |
| 3Y | +189.2% | +44.6% | +144.7% | +153.0% |
| 5Y | +50.4% | +36.8% | +13.6% | +30.6% |
| All | +100.5% | +224.6% | -124.1% | +28.4% |
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 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