+106.0%
LYV vs RBA
+29.8%
+76.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.8% | -1.0% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -8.2% | -2.9% | -5.3% | -7.6% |
| 3M | -1.3% | -20.9% | +19.6% | +4.6% |
| 6M | +2.6% | -17.7% | +20.3% | +7.0% |
| YTD | +19.4% | -18.2% | +37.6% | +23.1% |
| 1Y | -2.2% | -29.1% | +26.8% | +6.4% |
| 3Y | +106.0% | +29.5% | +76.5% | +84.0% |
| All | +106.0% | +29.8% | +76.3% | +84.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling