+3,877.5%
STRL vs RBA
+225.5%
+3,652.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -19.8% | +3.2% | -23.0% | -20.8% |
| 30D | -43.6% | +12.0% | -55.6% | -46.0% |
| 3M | -45.2% | +2.9% | -48.1% | -46.3% |
| 6M | -65.7% | -6.3% | -59.5% | -65.6% |
| YTD | -5.4% | -5.9% | +0.4% | -5.9% |
| 1Y | -24.7% | -3.9% | -20.8% | -25.6% |
| 3Y | +335.0% | +64.9% | +270.1% | +251.7% |
| 5Y | +915.3% | +48.5% | +866.8% | +726.8% |
| 10Y | +3,877.5% | +211.8% | +3,665.7% | +2,040.7% |
| All | +3,877.5% | +225.5% | +3,652.0% | +2,040.7% |
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