+189.6%
RBA vs IBN
+312.4%
-122.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.6% | -1.5% |
| 7D | -1.1% | -2.2% | +1.1% | -0.6% |
| 30D | -13.2% | -2.3% | -10.9% | -12.8% |
| 3M | -21.4% | +15.9% | -37.2% | -23.7% |
| 6M | -20.9% | +5.6% | -26.5% | -21.8% |
| YTD | -19.9% | -0.1% | -19.8% | -20.0% |
| 1Y | -28.7% | -6.5% | -22.1% | -28.0% |
| 3Y | +27.4% | +29.3% | -1.9% | +19.4% |
| 5Y | +41.7% | +56.6% | -14.8% | +26.6% |
| 10Y | +189.6% | +314.4% | -124.8% | +120.4% |
| All | +189.6% | +312.4% | -122.8% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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