-39.8%
NOW vs RBA
-5.8%
-34.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.6% | +1.5% |
| 7D | +0.3% | +1.7% | -1.5% | +0.1% |
| 30D | -27.0% | +8.3% | -35.3% | -27.5% |
| 3M | -19.6% | +10.5% | -30.2% | -20.8% |
| 6M | +17.5% | -5.9% | +23.3% | +19.1% |
| YTD | -33.3% | -6.9% | -26.4% | -35.1% |
| 1Y | -39.8% | -4.9% | -35.0% | -41.9% |
| All | -39.8% | -5.8% | -34.0% | -41.9% |
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