-80.8%
QID vs RBA
+44.6%
-125.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | -0.8% |
| 7D | -2.7% | -1.1% | -1.7% | -3.3% |
| 30D | +1.8% | -13.2% | +15.0% | -5.4% |
| 3M | -2.2% | -21.4% | +19.2% | -12.9% |
| 6M | -32.1% | -20.9% | -11.3% | -38.9% |
| YTD | -28.6% | -19.9% | -8.7% | -34.6% |
| 1Y | -36.3% | -28.7% | -7.6% | -45.3% |
| 3Y | -74.4% | +27.4% | -101.8% | -67.8% |
| 5Y | -80.8% | +41.7% | -122.5% | -70.2% |
| All | -80.8% | +44.6% | -125.4% | -70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling