+204.8%
RBA vs ARWR
+1,009.4%
-804.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.5% | +3.0% | -1.1% |
| 7D | -0.5% | -17.9% | +17.4% | +0.8% |
| 30D | +6.8% | -18.9% | +25.7% | +8.3% |
| 3M | +9.5% | -46.0% | +55.4% | +14.2% |
| 6M | -8.2% | -40.3% | +32.1% | -5.2% |
| YTD | -7.7% | -29.0% | +21.2% | -6.2% |
| 1Y | -6.9% | +13.8% | -20.7% | -9.1% |
| 3Y | +61.6% | +74.9% | -13.2% | +47.4% |
| 5Y | +44.7% | -36.2% | +80.9% | +38.2% |
| All | +204.8% | +1,009.4% | -804.6% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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