+58.5%
HAS vs RBA
-5.6%
+64.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.7% |
| 7D | +1.6% | -0.5% | +2.2% | +1.8% |
| 30D | +26.6% | +6.8% | +19.8% | +24.4% |
| 3M | +29.0% | +9.5% | +19.5% | +26.0% |
| 6M | +30.6% | -8.2% | +38.8% | +31.1% |
| YTD | +51.5% | -7.7% | +59.3% | +47.0% |
| 1Y | +58.5% | -6.9% | +65.4% | +53.0% |
| All | +58.5% | -5.6% | +64.0% | +53.0% |
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