+897.9%
HAS vs RBA
+4,058.7%
-3,160.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | 0.0% | +7.3% | -7.4% | -1.6% |
| 30D | +31.3% | +16.9% | +14.4% | +26.9% |
| 3M | +32.1% | -0.5% | +32.6% | +31.9% |
| 6M | +28.1% | -10.4% | +38.6% | +30.3% |
| YTD | +49.1% | -7.2% | +56.3% | +50.1% |
| 1Y | +60.5% | -2.2% | +62.8% | +59.7% |
| 3Y | +183.9% | +43.7% | +140.1% | +157.8% |
| 5Y | +51.2% | +38.7% | +12.5% | +35.9% |
| 10Y | +105.3% | +231.7% | -126.5% | +50.4% |
| All | +897.9% | +4,058.7% | -3,160.8% | +402.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling