+76.4%
V vs RBA
+51.9%
+24.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +0.8% | +3.2% | -2.4% | +0.1% |
| 30D | +9.9% | +12.0% | -2.1% | +7.1% |
| 3M | +17.5% | +2.9% | +14.6% | +16.5% |
| 6M | +33.5% | -6.3% | +39.7% | +34.1% |
| YTD | +21.6% | -5.9% | +27.4% | +21.2% |
| 1Y | +27.6% | -3.9% | +31.5% | +26.4% |
| 3Y | +76.4% | +64.9% | +11.5% | +64.0% |
| All | +76.4% | +51.9% | +24.5% | +64.0% |
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 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