+216.5%
QCOM vs RBA
+224.6%
-8.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.3% | +6.9% | +6.0% |
| 7D | +0.4% | +4.3% | -3.9% | -1.2% |
| 30D | -6.6% | +16.3% | -22.9% | -12.0% |
| 3M | +3.7% | +1.3% | +2.4% | +2.7% |
| 6M | -13.3% | -11.1% | -2.3% | -10.4% |
| YTD | -1.8% | -8.5% | +6.7% | -0.3% |
| 1Y | -2.5% | -2.1% | -0.4% | -3.6% |
| 3Y | +47.0% | +44.6% | +2.4% | +24.1% |
| 5Y | +13.1% | +36.8% | -23.7% | -5.4% |
| All | +216.5% | +224.6% | -8.1% | +93.5% |
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 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