+176.9%
RBA vs BBIO
+148.5%
+28.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.8% |
| 7D | -1.9% | -0.5% | -1.3% | -1.9% |
| 30D | -13.0% | -10.1% | -2.8% | -12.3% |
| 3M | -23.1% | +12.4% | -35.5% | -23.8% |
| 6M | -22.6% | +15.9% | -38.5% | -23.6% |
| YTD | -20.4% | -0.5% | -19.9% | -20.8% |
| 1Y | -29.6% | +42.2% | -71.8% | -31.9% |
| 3Y | +26.6% | +167.8% | -141.2% | +14.8% |
| 5Y | +38.2% | +49.6% | -11.4% | +16.9% |
| All | +176.9% | +148.5% | +28.3% | +104.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling