+194.7%
RBA vs HRB
+205.6%
-10.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.4% |
| 7D | -1.9% | -10.6% | +8.7% | 0.0% |
| 30D | -13.0% | -0.8% | -12.1% | -13.2% |
| 3M | -23.1% | +19.1% | -42.2% | -26.0% |
| 6M | -22.6% | +48.7% | -71.3% | -29.2% |
| YTD | -20.4% | +7.1% | -27.5% | -22.5% |
| 1Y | -29.6% | -8.3% | -21.3% | -29.5% |
| 3Y | +26.6% | +25.8% | +0.7% | +17.5% |
| 5Y | +38.2% | +111.1% | -72.9% | +13.8% |
| 10Y | +194.7% | +206.6% | -11.8% | +111.6% |
| All | +194.7% | +205.6% | -10.9% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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