+216.7%
ACWI vs RRC
+59.4%
+157.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.2% |
| 7D | -2.4% | -10.8% | +8.5% | -1.3% |
| 30D | -5.2% | +22.3% | -27.5% | -7.2% |
| 3M | -4.8% | +26.6% | -31.4% | -7.3% |
| 6M | -1.3% | +18.9% | -20.2% | -3.4% |
| YTD | +8.4% | +39.2% | -30.8% | +4.1% |
| 1Y | +11.0% | +34.0% | -22.9% | +7.0% |
| 3Y | +70.6% | +42.0% | +28.5% | +62.0% |
| 5Y | +55.3% | +111.9% | -56.6% | +39.1% |
| All | +216.7% | +59.4% | +157.3% | +151.2% |
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