+94.1%
HAS vs RBA
+204.3%
-110.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.6% |
| 7D | +1.6% | -0.5% | +2.2% | +1.8% |
| 30D | +26.6% | +6.8% | +19.8% | +24.1% |
| 3M | +29.0% | +9.5% | +19.5% | +25.4% |
| 6M | +30.6% | -8.2% | +38.8% | +32.4% |
| YTD | +51.5% | -7.7% | +59.3% | +52.8% |
| 1Y | +58.5% | -6.9% | +65.4% | +59.4% |
| 3Y | +214.1% | +61.6% | +152.5% | +166.5% |
| 5Y | +50.2% | +44.7% | +5.5% | +28.2% |
| All | +94.1% | +204.3% | -110.2% | +23.5% |
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