+4,198.9%
YUM vs RBA
+3,565.6%
+633.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -2.0% | -2.9% | +0.9% | -1.5% |
| 30D | -1.1% | -12.3% | +11.2% | +1.4% |
| 3M | +1.8% | -20.5% | +22.3% | +5.9% |
| 6M | -4.7% | -18.5% | +13.8% | -1.6% |
| YTD | +0.6% | -18.2% | +18.8% | +3.4% |
| 1Y | +6.4% | -27.5% | +33.9% | +12.0% |
| 3Y | +22.6% | +38.1% | -15.5% | +11.2% |
| 5Y | +26.0% | +44.8% | -18.8% | +10.7% |
| 10Y | +174.6% | +187.1% | -12.5% | +101.1% |
| All | +4,198.9% | +3,565.6% | +633.4% | +1,886.8% |
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 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