-28.7%
RBA vs RVTY
+48.7%
-77.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.4% |
| 7D | -1.1% | +0.4% | -1.4% | -1.1% |
| 30D | -13.2% | +10.8% | -24.0% | -15.2% |
| 3M | -21.4% | +26.8% | -48.1% | -26.2% |
| 6M | -20.9% | +39.3% | -60.2% | -28.1% |
| YTD | -19.9% | +31.6% | -51.5% | -25.5% |
| 1Y | -28.7% | +47.7% | -76.4% | -35.3% |
| All | -28.7% | +48.7% | -77.3% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RVTY 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling