+93.1%
ACN vs RRX
+228.4%
-135.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.7% | -0.3% | +2.4% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | +2.1% | -6.1% | +8.2% | +3.7% |
| 3M | +11.1% | -23.1% | +34.1% | +16.5% |
| 6M | -6.8% | -19.5% | +12.7% | -5.8% |
| YTD | -30.0% | +16.1% | -46.1% | -38.5% |
| 1Y | -23.1% | +12.9% | -36.1% | -32.4% |
| 3Y | -40.4% | +7.9% | -48.3% | -50.0% |
| 5Y | -41.6% | +19.1% | -60.7% | -54.4% |
| All | +93.1% | +228.4% | -135.3% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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