+1,335.2%
STX vs RBA
+32.9%
+1,302.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.0% | +6.3% |
| 7D | +2.4% | -2.9% | +5.3% | +2.9% |
| 30D | +1.4% | -12.3% | +13.7% | +4.0% |
| 3M | -8.2% | -20.5% | +12.3% | -5.0% |
| 6M | +127.0% | -18.5% | +145.6% | +132.6% |
| YTD | +209.1% | -18.2% | +227.4% | +212.4% |
| 1Y | +365.4% | -27.5% | +392.9% | +391.5% |
| All | +1,335.2% | +32.9% | +1,302.2% | +1,152.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling