+318.8%
ADP vs RRC
+72.2%
+246.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | +0.9% | -0.5% | +1.4% | +1.0% |
| 30D | +11.9% | +25.2% | -13.3% | +9.4% |
| 3M | +13.7% | +27.8% | -14.1% | +11.0% |
| 6M | +46.8% | +27.2% | +19.5% | +43.2% |
| YTD | +21.8% | +48.2% | -26.4% | +17.0% |
| 1Y | +23.5% | +34.7% | -11.2% | +19.6% |
| 3Y | +44.1% | +62.2% | -18.2% | +36.0% |
| 5Y | +49.9% | +130.9% | -81.0% | +35.0% |
| 10Y | +318.8% | +73.4% | +245.3% | +238.2% |
| All | +318.8% | +72.2% | +246.6% | +238.2% |
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