+33.8%
Q vs RBA
-5.6%
+39.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.6% |
| 7D | +11.5% | -0.5% | +12.0% | +11.7% |
| 30D | -0.2% | +6.8% | -7.0% | -2.4% |
| 3M | -13.6% | +9.5% | -23.0% | -16.5% |
| 6M | -27.0% | -8.2% | -18.8% | -24.9% |
| YTD | +50.5% | -7.7% | +58.3% | +41.0% |
| 1Y | +33.8% | -6.9% | +40.7% | +24.7% |
| All | +33.8% | -5.6% | +39.3% | +24.7% |
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