+112.0%
SYY vs RBA
+189.2%
-77.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.8% | +2.4% |
| 7D | -0.2% | -1.9% | +1.7% | +0.3% |
| 30D | -2.7% | -13.0% | +10.2% | +1.1% |
| 3M | +5.9% | -23.1% | +29.0% | +13.3% |
| 6M | -2.3% | -22.6% | +20.3% | +4.0% |
| YTD | +13.1% | -20.4% | +33.5% | +18.5% |
| 1Y | +3.8% | -29.6% | +33.3% | +12.9% |
| 3Y | +26.7% | +26.6% | +0.2% | +11.4% |
| 5Y | +19.4% | +38.2% | -18.8% | -2.1% |
| 10Y | +112.0% | +194.7% | -82.8% | +15.3% |
| All | +112.0% | +189.2% | -77.2% | +15.3% |
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 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