+42.9%
RBA vs BBIO
+42.7%
+0.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +0.1% | -3.2% | +3.3% | +0.3% |
| 30D | -2.9% | -13.6% | +10.7% | -2.1% |
| 3M | -20.9% | +7.2% | -28.1% | -21.3% |
| 6M | -17.7% | +1.5% | -19.1% | -17.9% |
| YTD | -18.2% | -5.3% | -12.9% | -18.2% |
| 1Y | -29.1% | +37.7% | -66.8% | -30.8% |
| 3Y | +29.5% | +153.9% | -124.4% | +20.7% |
| All | +42.9% | +42.7% | +0.2% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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