+211.8%
RBA vs ARWR
+1,055.7%
-843.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | +3.2% | -17.7% | +20.9% | +4.6% |
| 30D | +12.0% | -21.9% | +33.9% | +13.9% |
| 3M | +2.9% | -44.5% | +47.4% | +7.1% |
| 6M | -6.3% | -32.6% | +26.3% | -4.1% |
| YTD | -5.9% | -26.2% | +20.3% | -4.6% |
| 1Y | -3.9% | +23.0% | -26.8% | -6.7% |
| 3Y | +64.9% | +81.8% | -16.9% | +50.0% |
| 5Y | +48.5% | -36.0% | +84.5% | +41.7% |
| 10Y | +211.8% | +1,039.5% | -827.7% | +161.2% |
| All | +211.8% | +1,055.7% | -843.9% | +161.2% |
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