+206.4%
TECH vs RBA
+224.6%
-18.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | +0.2% | +4.3% | -4.1% | -1.0% |
| 30D | +0.3% | +16.3% | -16.0% | -4.1% |
| 3M | +1.3% | +1.3% | 0.0% | +0.5% |
| 6M | +54.0% | -11.1% | +65.0% | +58.0% |
| YTD | +24.3% | -8.5% | +32.7% | +26.4% |
| 1Y | +25.8% | -2.1% | +27.9% | +25.5% |
| 3Y | +26.0% | +44.6% | -18.6% | +12.5% |
| 5Y | -40.1% | +36.8% | -76.9% | -47.1% |
| All | +206.4% | +224.6% | -18.2% | +114.2% |
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