+152.3%
ACN vs RRC
+73.1%
+79.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -3.8% | +6.4% | -10.2% | -4.4% |
| 30D | +16.5% | +23.9% | -7.3% | +13.8% |
| 3M | +41.5% | +30.2% | +11.3% | +37.4% |
| 6M | +60.1% | +26.3% | +33.8% | +55.9% |
| YTD | -3.9% | +48.1% | -52.0% | -8.1% |
| 1Y | +4.1% | +37.7% | -33.6% | +0.2% |
| 3Y | -15.9% | +60.3% | -76.1% | -20.9% |
| 5Y | -26.3% | +135.3% | -161.6% | -34.4% |
| All | +152.3% | +73.1% | +79.3% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling