+1,466.7%
LYV vs RBA
+777.1%
+689.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | -5.3% | -1.9% | -3.5% | -4.6% |
| 30D | -7.9% | -13.0% | +5.0% | -2.7% |
| 3M | +4.5% | -23.1% | +27.6% | +15.3% |
| 6M | +2.5% | -22.6% | +25.1% | +12.4% |
| YTD | +19.3% | -20.4% | +39.7% | +28.0% |
| 1Y | -0.2% | -29.6% | +29.4% | +12.7% |
| 3Y | +110.0% | +26.6% | +83.5% | +80.1% |
| 5Y | +96.8% | +38.2% | +58.6% | +56.0% |
| 10Y | +559.9% | +194.7% | +365.2% | +241.4% |
| All | +1,466.7% | +777.1% | +689.6% | +381.0% |
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 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