+264.1%
AG vs RRX
+1.6%
+262.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.9% | -2.9% | -4.1% |
| 7D | -5.8% | -3.7% | -2.1% | -4.4% |
| 30D | +6.4% | -9.3% | +15.7% | +10.3% |
| 3M | +28.4% | -21.8% | +50.2% | +38.2% |
| 6M | -24.5% | -22.0% | -2.5% | -19.0% |
| YTD | +21.2% | +11.9% | +9.2% | +12.6% |
| 1Y | +114.1% | +11.6% | +102.5% | +98.6% |
| All | +264.1% | +1.6% | +262.5% | +164.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling