+27.4%
RBA vs HRB
+28.7%
-1.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.5% | +4.5% | -1.2% |
| 7D | -1.1% | -9.1% | +8.0% | 0.0% |
| 30D | -13.2% | +0.3% | -13.5% | -13.4% |
| 3M | -21.4% | +23.4% | -44.7% | -23.7% |
| 6M | -20.9% | +45.1% | -66.0% | -25.1% |
| YTD | -19.9% | +8.9% | -28.7% | -20.4% |
| 1Y | -28.7% | -7.9% | -20.8% | -26.9% |
| 3Y | +27.4% | +27.9% | -0.5% | +20.6% |
| All | +27.4% | +28.7% | -1.3% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling