+151.4%
ADBE vs RRX
+228.4%
-77.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | +0.4% |
| 7D | -5.4% | -0.3% | -5.0% | -5.3% |
| 30D | -2.5% | -6.1% | +3.6% | -1.1% |
| 3M | +15.3% | -23.1% | +38.3% | +20.7% |
| 6M | -7.8% | -19.5% | +11.7% | -6.8% |
| YTD | -27.9% | +16.1% | -44.0% | -36.5% |
| 1Y | -28.0% | +12.9% | -41.0% | -36.5% |
| 3Y | -55.3% | +7.9% | -63.3% | -62.4% |
| 5Y | -61.7% | +19.1% | -80.8% | -69.8% |
| All | +151.4% | +228.4% | -77.0% | +26.8% |
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