+250.3%
QCOM vs RBA
+187.5%
+62.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +3.3% | -2.9% | +6.3% | +4.5% |
| 30D | +7.7% | -12.3% | +20.0% | +12.8% |
| 3M | -30.1% | -20.5% | -9.5% | -24.4% |
| 6M | +22.8% | -18.5% | +41.4% | +31.4% |
| YTD | +0.2% | -18.2% | +18.4% | +6.4% |
| 1Y | +7.9% | -27.5% | +35.4% | +19.6% |
| 3Y | +55.8% | +38.1% | +17.8% | +34.0% |
| 5Y | +30.1% | +44.8% | -14.7% | +6.4% |
| All | +250.3% | +187.5% | +62.8% | +116.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling