+145.1%
NI vs RBA
+189.2%
-44.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.4% |
| 7D | +1.3% | -1.9% | +3.2% | +1.6% |
| 30D | -0.3% | -13.0% | +12.7% | +2.2% |
| 3M | -9.5% | -23.1% | +13.7% | -5.4% |
| 6M | -10.2% | -22.6% | +12.3% | -6.4% |
| YTD | +1.8% | -20.4% | +22.2% | +5.1% |
| 1Y | +5.7% | -29.6% | +35.3% | +11.6% |
| 3Y | +69.6% | +26.6% | +43.1% | +58.3% |
| 5Y | +95.8% | +38.2% | +57.6% | +76.9% |
| 10Y | +145.1% | +194.7% | -49.7% | +77.6% |
| All | +145.1% | +189.2% | -44.1% | +77.6% |
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