+6.8%
NOW vs RBA
+45.3%
-38.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.1% |
| 7D | -2.4% | -2.9% | +0.5% | -1.4% |
| 30D | +20.5% | -12.3% | +32.8% | +25.9% |
| 3M | +18.3% | -20.5% | +38.9% | +27.0% |
| 6M | +24.1% | -18.5% | +42.6% | +31.5% |
| YTD | -7.8% | -18.2% | +10.4% | -3.0% |
| 1Y | -21.4% | -27.5% | +6.1% | -13.6% |
| 3Y | +19.5% | +38.1% | -18.5% | +1.2% |
| All | +6.8% | +45.3% | -38.4% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling