+33.4%
AG vs RRC
+44.7%
-11.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.5% | +12.7% | +9.2% |
| 7D | -2.6% | -6.8% | +4.2% | -2.4% |
| 30D | -12.1% | +34.7% | -46.8% | -12.7% |
| 3M | -6.6% | +31.5% | -38.1% | -7.1% |
| 6M | -20.5% | +21.8% | -42.2% | -20.8% |
| YTD | -7.4% | +48.9% | -56.3% | -14.5% |
| 1Y | +33.4% | +42.1% | -8.7% | +27.7% |
| All | +33.4% | +44.7% | -11.3% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling