-15.8%
INFQ vs RBA
-17.5%
+1.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.8% | -2.6% | -0.2% |
| 7D | +2.1% | +0.1% | +2.0% | +2.0% |
| 30D | +6.1% | -2.9% | +9.1% | +7.4% |
| 3M | -7.1% | -20.9% | +13.8% | -1.5% |
| 6M | +14.8% | -17.7% | +32.5% | +11.5% |
| All | -15.8% | -17.5% | +1.6% | -17.2% |
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