-22.0%
QID vs RBA
-2.0%
-20.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -1.4% |
| 7D | +9.8% | +12.7% | -2.9% | +12.7% |
| 30D | +18.9% | +15.5% | +3.4% | +22.7% |
| 3M | +9.6% | -14.0% | +23.6% | +3.5% |
| 6M | -7.8% | -8.8% | +1.0% | -10.1% |
| YTD | -23.3% | -6.9% | -16.4% | -22.1% |
| 1Y | -22.0% | -3.0% | -19.0% | -19.3% |
| All | -22.0% | -2.0% | -20.0% | -19.3% |
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