+196.7%
TECH vs RBA
+236.6%
-39.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.6% |
| 7D | +0.2% | +2.5% | -2.3% | -0.5% |
| 30D | +0.5% | +11.6% | -11.1% | -2.7% |
| 3M | +0.9% | +1.5% | -0.6% | 0.0% |
| 6M | +51.0% | -6.6% | +57.7% | +52.9% |
| YTD | +24.4% | -6.3% | +30.6% | +25.6% |
| 1Y | +27.6% | -4.0% | +31.5% | +27.9% |
| 3Y | +29.9% | +47.3% | -17.3% | +15.5% |
| 5Y | -40.6% | +47.7% | -88.3% | -48.6% |
| 10Y | +196.7% | +224.7% | -28.0% | +110.3% |
| All | +196.7% | +236.6% | -39.8% | +110.3% |
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