+224.7%
RBA vs WCC
+492.1%
-267.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.1% | -5.7% | +0.7% |
| 7D | +2.5% | -5.7% | +8.2% | +3.4% |
| 30D | +11.6% | -13.5% | +25.0% | +14.4% |
| 3M | +1.5% | -12.9% | +14.4% | +3.5% |
| 6M | -6.6% | -10.7% | +4.0% | -6.0% |
| YTD | -6.3% | +30.0% | -36.2% | -14.2% |
| 1Y | -4.0% | +24.7% | -28.7% | -11.3% |
| 3Y | +47.3% | +136.6% | -89.3% | +11.4% |
| 5Y | +47.7% | +143.9% | -96.3% | +5.7% |
| 10Y | +224.7% | +465.9% | -241.2% | +56.6% |
| All | +224.7% | +492.1% | -267.3% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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