-35.6%
QID vs RBA
-29.1%
-6.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.3% |
| 7D | -1.9% | -1.9% | 0.0% | -2.4% |
| 30D | +1.7% | -13.0% | +14.7% | -2.2% |
| 3M | -3.9% | -23.1% | +19.2% | -9.8% |
| 6M | -30.0% | -22.6% | -7.4% | -33.3% |
| YTD | -28.2% | -20.4% | -7.8% | -31.2% |
| 1Y | -35.6% | -29.6% | -6.1% | -39.6% |
| All | -35.6% | -29.1% | -6.6% | -39.6% |
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 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