+3,991.3%
RBA vs DAR
+499.3%
+3,492.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.3% |
| 7D | +4.3% | -9.9% | +14.2% | +4.9% |
| 30D | +16.3% | -16.4% | +32.7% | +17.4% |
| 3M | +1.3% | -17.1% | +18.4% | +2.3% |
| 6M | -11.1% | -20.5% | +9.4% | -10.1% |
| YTD | -8.5% | +39.4% | -47.9% | -10.4% |
| 1Y | -2.1% | +57.2% | -59.4% | -4.9% |
| 3Y | +44.6% | +13.9% | +30.7% | +41.8% |
| 5Y | +36.8% | -40.8% | +77.6% | +38.2% |
| 10Y | +227.3% | +276.2% | -48.9% | +200.4% |
| All | +3,991.3% | +499.3% | +3,492.0% | +3,871.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling