+129.2%
ADBE vs RRC
+72.2%
+57.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -4.4% | -0.5% | -3.9% | -4.4% |
| 30D | -0.2% | +25.2% | -25.4% | -2.5% |
| 3M | -9.9% | +27.8% | -37.7% | -12.1% |
| 6M | -3.5% | +27.2% | -30.7% | -5.9% |
| YTD | -32.1% | +48.2% | -80.3% | -34.8% |
| 1Y | -28.7% | +34.7% | -63.4% | -31.0% |
| 3Y | -60.2% | +62.2% | -122.5% | -62.4% |
| 5Y | -63.1% | +130.9% | -194.0% | -66.7% |
| 10Y | +129.2% | +73.4% | +55.7% | +75.6% |
| All | +129.2% | +72.2% | +57.0% | +75.6% |
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