+224.7%
RBA vs CASY
+551.3%
-326.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.8% | +2.3% |
| 7D | +2.5% | +3.6% | -1.1% | +1.8% |
| 30D | +11.6% | +7.2% | +4.4% | +10.0% |
| 3M | +1.5% | -16.9% | +18.4% | +4.8% |
| 6M | -6.6% | -19.3% | +12.7% | -3.7% |
| YTD | -6.3% | +25.6% | -31.9% | -13.2% |
| 1Y | -4.0% | +30.2% | -34.1% | -12.0% |
| 3Y | +47.3% | +154.9% | -107.6% | +13.5% |
| 5Y | +47.7% | +252.1% | -204.5% | +3.9% |
| 10Y | +224.7% | +535.8% | -311.1% | +105.3% |
| All | +224.7% | +551.3% | -326.6% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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