+19.7%
TECH vs RBA
-2.0%
+21.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.5% |
| 7D | +0.1% | +12.7% | -12.6% | -3.7% |
| 30D | +0.2% | +15.5% | -15.3% | -4.6% |
| 3M | +1.0% | -14.0% | +15.0% | +7.3% |
| 6M | +33.3% | -8.8% | +42.1% | +37.3% |
| YTD | +24.2% | -6.9% | +31.1% | +28.5% |
| 1Y | +19.7% | -3.0% | +22.7% | +22.1% |
| All | +19.7% | -2.0% | +21.7% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling