+24.8%
RBA vs INVH
-9.6%
+34.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.2% |
| 7D | -3.3% | -3.1% | -0.2% | -2.1% |
| 30D | -9.8% | -7.5% | -2.3% | -7.2% |
| 3M | -23.5% | -6.3% | -17.2% | -21.7% |
| 6M | -21.5% | +9.4% | -31.0% | -24.4% |
| YTD | -21.2% | +1.4% | -22.6% | -22.0% |
| 1Y | -30.2% | -4.1% | -26.1% | -29.6% |
| All | +24.8% | -9.6% | +34.4% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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