+182.5%
LNT vs RBA
+225.5%
-42.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +1.6% | +3.2% | -1.7% | +1.0% |
| 30D | +12.1% | +12.0% | +0.1% | +10.0% |
| 3M | +8.2% | +2.9% | +5.3% | +7.5% |
| 6M | +3.6% | -6.3% | +9.9% | +4.2% |
| YTD | +16.2% | -5.9% | +22.1% | +16.1% |
| 1Y | +12.8% | -3.9% | +16.7% | +12.2% |
| 3Y | +66.5% | +64.9% | +1.6% | +49.0% |
| 5Y | +53.8% | +48.5% | +5.3% | +38.3% |
| 10Y | +182.5% | +211.8% | -29.3% | +108.8% |
| All | +182.5% | +225.5% | -42.9% | +108.8% |
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