+76.2%
ACWI vs RRC
+51.7%
+24.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +0.3% | -10.3% | +10.6% | +1.5% |
| 30D | -2.8% | +19.5% | -22.3% | -5.0% |
| 3M | -3.2% | +27.9% | -31.1% | -6.2% |
| 6M | +1.3% | +21.2% | -19.9% | -1.3% |
| YTD | +11.2% | +39.6% | -28.3% | +5.2% |
| 1Y | +13.8% | +31.3% | -17.5% | +8.6% |
| 3Y | +76.2% | +51.9% | +24.3% | +62.0% |
| All | +76.2% | +51.7% | +24.5% | +62.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling