+224.7%
RBA vs IBN
+368.7%
-143.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.8% | +2.1% |
| 7D | +2.5% | +14.6% | -12.1% | -0.4% |
| 30D | +11.6% | +23.5% | -12.0% | +6.7% |
| 3M | +1.5% | +14.0% | -12.5% | -1.3% |
| 6M | -6.6% | +31.1% | -37.8% | -11.8% |
| YTD | -6.3% | +16.6% | -22.8% | -9.5% |
| 1Y | -4.0% | +14.9% | -18.9% | -7.0% |
| 3Y | +47.3% | +56.9% | -9.6% | +32.4% |
| 5Y | +47.7% | +69.7% | -22.0% | +29.5% |
| 10Y | +224.7% | +365.4% | -140.7% | +135.9% |
| All | +224.7% | +368.7% | -143.9% | +135.9% |
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