+207.9%
TECK vs RBA
+39.8%
+168.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.1% |
| 7D | +4.9% | -1.9% | +6.8% | +5.4% |
| 30D | +5.2% | -13.0% | +18.2% | +9.1% |
| 3M | +13.8% | -23.1% | +36.9% | +20.8% |
| 6M | +38.5% | -22.6% | +61.1% | +46.6% |
| YTD | +47.3% | -20.4% | +67.7% | +54.1% |
| 1Y | +81.0% | -29.6% | +110.6% | +96.1% |
| 3Y | +79.9% | +26.6% | +53.3% | +64.1% |
| 5Y | +207.9% | +38.2% | +169.7% | +144.8% |
| All | +207.9% | +39.8% | +168.1% | +144.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling