+26.7%
Q vs RBA
-17.4%
+44.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | +0.2% | -2.9% | +3.2% | +1.6% |
| 30D | -11.1% | -12.3% | +1.2% | -5.6% |
| 3M | -22.1% | -20.5% | -1.6% | -14.7% |
| 6M | +0.5% | -18.5% | +19.0% | +7.9% |
| YTD | +47.8% | -18.2% | +66.0% | +53.4% |
| All | +26.7% | -17.4% | +44.1% | +29.3% |
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