+268.2%
RMD vs RBA
+182.6%
+85.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -2.7% |
| 7D | -4.5% | -1.1% | -3.4% | -4.2% |
| 30D | +4.6% | -13.2% | +17.8% | +8.5% |
| 3M | +14.8% | -21.4% | +36.1% | +21.7% |
| 6M | -12.1% | -20.9% | +8.8% | -7.0% |
| YTD | -7.5% | -19.9% | +12.4% | -2.7% |
| 1Y | -20.1% | -28.7% | +8.6% | -13.4% |
| 3Y | +53.9% | +27.4% | +26.5% | +41.2% |
| 5Y | -22.2% | +41.7% | -63.9% | -32.3% |
| 10Y | +268.2% | +189.6% | +78.6% | +147.6% |
| All | +268.2% | +182.6% | +85.7% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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