+87.9%
PSX vs RBA
-4.2%
+92.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.4% | +0.6% | +3.0% |
| 7D | -8.0% | +2.5% | -10.5% | -7.9% |
| 30D | -9.0% | +11.6% | -20.6% | -8.8% |
| 3M | +24.7% | +1.5% | +23.2% | +24.6% |
| 6M | +49.3% | -6.6% | +56.0% | +48.7% |
| YTD | +100.2% | -6.3% | +106.4% | +96.3% |
| All | +87.9% | -4.2% | +92.1% | +81.5% |
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