+3,621.4%
TECH vs RBA
+3,565.6%
+55.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.1% |
| 7D | +0.1% | -2.9% | +3.0% | +0.8% |
| 30D | +0.7% | -12.3% | +13.0% | +3.5% |
| 3M | +36.3% | -20.5% | +56.9% | +42.9% |
| 6M | +25.6% | -18.5% | +44.1% | +30.7% |
| YTD | +23.7% | -18.2% | +41.9% | +28.7% |
| 1Y | +37.6% | -27.5% | +65.1% | +46.8% |
| 3Y | -6.6% | +38.1% | -44.7% | -13.5% |
| 5Y | -42.2% | +44.8% | -87.0% | -47.9% |
| 10Y | +187.6% | +187.1% | +0.4% | +121.5% |
| All | +3,621.4% | +3,565.6% | +55.8% | +1,504.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling