+192.5%
TECH vs RBA
+225.5%
-33.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +0.2% | +3.2% | -3.0% | -0.7% |
| 30D | +0.5% | +12.0% | -11.5% | -2.8% |
| 3M | +1.1% | +2.9% | -1.8% | -0.1% |
| 6M | +51.0% | -6.3% | +57.3% | +52.8% |
| YTD | +24.4% | -5.9% | +30.2% | +25.5% |
| 1Y | +27.4% | -3.9% | +31.3% | +27.8% |
| 3Y | +28.5% | +64.9% | -36.4% | +11.2% |
| 5Y | -40.9% | +48.5% | -89.3% | -48.8% |
| 10Y | +192.5% | +211.8% | -19.3% | +107.0% |
| All | +192.5% | +225.5% | -33.0% | +107.0% |
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