+3,309.9%
V vs RBA
+434.5%
+2,875.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.1% |
| 7D | +2.9% | +7.3% | -4.4% | +0.9% |
| 30D | +14.0% | +16.9% | -2.9% | +8.9% |
| 3M | +14.9% | -0.5% | +15.4% | +14.7% |
| 6M | +31.7% | -10.4% | +42.2% | +34.7% |
| YTD | +21.2% | -7.2% | +28.4% | +22.0% |
| 1Y | +25.3% | -2.2% | +27.5% | +24.1% |
| 3Y | +77.5% | +43.7% | +33.8% | +54.4% |
| 5Y | +102.6% | +38.7% | +63.9% | +73.5% |
| 10Y | +464.3% | +231.7% | +232.6% | +250.3% |
| All | +3,309.9% | +434.5% | +2,875.4% | +1,477.9% |
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