+337.4%
AGI vs RRC
+4.9%
+332.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.8% |
| 7D | -2.7% | -1.8% | -0.9% | -2.6% |
| 30D | +7.2% | +2.7% | +4.6% | +7.0% |
| 3M | +4.3% | +8.8% | -4.6% | +3.6% |
| 6M | -27.1% | -1.2% | -25.9% | -27.2% |
| YTD | -6.6% | +17.6% | -24.2% | -8.0% |
| 1Y | +9.5% | +18.4% | -8.9% | +7.8% |
| 3Y | +208.4% | +33.1% | +175.4% | +199.6% |
| 5Y | +401.6% | +148.2% | +253.5% | +368.9% |
| All | +337.4% | +4.9% | +332.5% | +515.0% |
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