+248.2%
PAAS vs RBA
+36.9%
+211.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | -2.9% | -2.9% | 0.0% | -1.9% |
| 30D | +6.8% | -12.3% | +19.1% | +11.4% |
| 3M | -2.9% | -20.5% | +17.6% | +3.0% |
| 6M | -16.4% | -18.5% | +2.1% | -12.6% |
| YTD | 0.0% | -18.2% | +18.3% | +4.7% |
| 1Y | +54.3% | -27.5% | +81.8% | +69.3% |
| All | +248.2% | +36.9% | +211.3% | +195.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling