+8,681.6%
QCOM vs RBA
+4,058.7%
+4,622.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.3% | -9.2% | -9.4% |
| 7D | -15.5% | +7.3% | -22.8% | -17.2% |
| 30D | -13.4% | +16.9% | -30.4% | -17.4% |
| 3M | 0.0% | -0.5% | +0.5% | -0.2% |
| 6M | -15.2% | -10.4% | -4.8% | -13.1% |
| YTD | -6.9% | -7.2% | +0.3% | -6.0% |
| 1Y | -11.0% | -2.2% | -8.7% | -11.4% |
| 3Y | +39.8% | +43.7% | -4.0% | +23.7% |
| 5Y | +7.2% | +38.7% | -31.5% | -6.0% |
| 10Y | +207.7% | +231.7% | -24.0% | +110.3% |
| All | +8,681.6% | +4,058.7% | +4,622.9% | +3,224.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling