+34.7%
NXPI vs RBA
+45.7%
-11.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.8% | -1.2% |
| 7D | +6.8% | +1.7% | +5.0% | +6.1% |
| 30D | +20.0% | +8.3% | +11.7% | +16.4% |
| 3M | +14.8% | +10.5% | +4.3% | +10.2% |
| 6M | -10.5% | -5.9% | -4.6% | -9.6% |
| YTD | +23.7% | -6.9% | +30.6% | +24.5% |
| 1Y | +34.1% | -4.9% | +38.9% | +33.7% |
| 3Y | +51.2% | +64.5% | -13.2% | +25.3% |
| All | +34.7% | +45.7% | -11.0% | +17.6% |
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 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