-21.4%
NOW vs RBA
-26.5%
+5.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.1% |
| 7D | -2.4% | -2.9% | +0.5% | -1.7% |
| 30D | +20.5% | -12.3% | +32.8% | +23.8% |
| 3M | +18.3% | -20.5% | +38.9% | +23.4% |
| 6M | +24.1% | -18.5% | +42.6% | +28.8% |
| YTD | -7.8% | -18.2% | +10.4% | -6.1% |
| 1Y | -21.4% | -27.5% | +6.1% | -16.1% |
| All | -21.4% | -26.5% | +5.2% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling