+209.9%
RBA vs CASY
+565.2%
-355.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.9% |
| 7D | +0.6% | +5.8% | -5.2% | -0.5% |
| 30D | +9.0% | +10.7% | -1.7% | +6.8% |
| 3M | +7.2% | -13.9% | +21.0% | +9.8% |
| 6M | -7.8% | -18.4% | +10.7% | -5.0% |
| YTD | -6.4% | +29.6% | -36.0% | -13.9% |
| 1Y | -4.2% | +32.8% | -37.0% | -12.5% |
| 3Y | +64.1% | +162.3% | -98.2% | +25.7% |
| 5Y | +48.4% | +265.0% | -216.6% | +3.5% |
| 10Y | +209.9% | +555.4% | -345.4% | +92.9% |
| All | +209.9% | +565.2% | -355.2% | +92.9% |
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