+26.0%
TECH vs RBA
+42.3%
-16.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.6% |
| 7D | +0.2% | +4.3% | -4.1% | -1.3% |
| 30D | +0.3% | +16.3% | -16.0% | -4.9% |
| 3M | +1.3% | +1.3% | 0.0% | +0.6% |
| 6M | +54.0% | -11.1% | +65.0% | +59.2% |
| YTD | +24.3% | -8.5% | +32.7% | +27.3% |
| 1Y | +25.8% | -2.1% | +27.9% | +25.8% |
| 3Y | +26.0% | +44.6% | -18.6% | +15.5% |
| All | +26.0% | +42.3% | -16.3% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling