+62.9%
RBA vs DAR
+32.2%
+30.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -1.7% |
| 7D | -0.5% | +9.2% | -9.7% | -1.3% |
| 30D | +6.8% | -12.3% | +19.1% | +8.0% |
| 3M | +9.5% | -12.7% | +22.2% | +10.6% |
| 6M | -8.2% | -12.8% | +4.6% | -7.3% |
| YTD | -7.7% | +53.8% | -61.5% | -12.6% |
| 1Y | -6.9% | +60.3% | -67.2% | -12.3% |
| All | +62.9% | +32.2% | +30.7% | +58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling