+0.3%
AGI vs RRC
+44.7%
-44.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -3.5% | +14.3% | +10.7% |
| 7D | -5.3% | -6.8% | +1.5% | -5.3% |
| 30D | -7.1% | +34.7% | -41.9% | -6.0% |
| 3M | +4.4% | +31.5% | -27.1% | +5.7% |
| 6M | -23.0% | +21.8% | -44.8% | -22.3% |
| YTD | -22.0% | +48.9% | -70.8% | -24.5% |
| 1Y | +0.3% | +42.1% | -41.8% | -1.3% |
| All | +0.3% | +44.7% | -44.4% | -1.3% |
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