+64.5%
RBA vs WCC
+134.5%
-70.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.2% |
| 7D | +1.7% | +9.9% | -8.2% | +0.2% |
| 30D | +8.3% | -8.4% | +16.8% | +9.3% |
| 3M | +10.5% | -10.3% | +20.9% | +11.5% |
| 6M | -5.9% | -10.5% | +4.6% | -5.4% |
| YTD | -6.9% | +32.2% | -39.0% | -13.9% |
| 1Y | -4.9% | +25.5% | -30.4% | -11.2% |
| 3Y | +64.5% | +134.7% | -70.2% | +22.0% |
| All | +64.5% | +134.5% | -70.0% | +22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling