+207.9%
ROL vs RBA
+182.6%
+25.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.6% | -2.0% |
| 7D | -3.4% | -1.1% | -2.4% | -3.2% |
| 30D | -6.9% | -13.2% | +6.3% | -3.6% |
| 3M | -24.6% | -21.4% | -3.2% | -20.3% |
| 6M | -39.5% | -20.9% | -18.7% | -36.3% |
| YTD | -41.1% | -19.9% | -21.3% | -38.2% |
| 1Y | -37.9% | -28.7% | -9.3% | -32.9% |
| 3Y | +0.8% | +27.4% | -26.6% | -7.3% |
| 5Y | -4.7% | +41.7% | -46.4% | -17.2% |
| 10Y | +207.9% | +189.6% | +18.3% | +111.9% |
| All | +207.9% | +182.6% | +25.3% | +111.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling