+189.6%
RBA vs DAR
+367.0%
-177.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.9% | -4.9% | -2.6% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | -13.2% | +13.0% | -26.2% | -15.6% |
| 3M | -21.4% | +15.0% | -36.4% | -24.0% |
| 6M | -20.9% | +26.8% | -47.7% | -25.4% |
| YTD | -19.9% | +86.4% | -106.3% | -30.7% |
| 1Y | -28.7% | +115.1% | -143.8% | -40.6% |
| 3Y | +27.4% | +14.6% | +12.8% | +18.8% |
| 5Y | +41.7% | -8.8% | +50.5% | +34.9% |
| 10Y | +189.6% | +356.5% | -166.9% | +63.9% |
| All | +189.6% | +367.0% | -177.4% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DAR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling