+150.1%
LNT vs RBA
+189.2%
-39.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +0.2% | -1.9% | +2.1% | +0.5% |
| 30D | -0.5% | -13.0% | +12.5% | +1.6% |
| 3M | -5.5% | -23.1% | +17.6% | -1.9% |
| 6M | -3.8% | -22.6% | +18.8% | -0.3% |
| YTD | +6.8% | -20.4% | +27.2% | +9.7% |
| 1Y | +9.3% | -29.6% | +38.9% | +14.6% |
| 3Y | +47.9% | +26.6% | +21.4% | +38.5% |
| 5Y | +31.6% | +38.2% | -6.6% | +19.6% |
| 10Y | +150.1% | +194.7% | -44.6% | +88.4% |
| All | +150.1% | +189.2% | -39.0% | +88.4% |
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