+30.5%
ALL vs RRC
+34.7%
-4.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.8% | -1.9% | +2.6% |
| 7D | -0.1% | -5.2% | +5.1% | 0.0% |
| 30D | +13.8% | +25.2% | -11.4% | +11.9% |
| 3M | -2.8% | +27.4% | -30.2% | -4.4% |
| 6M | +23.7% | +27.0% | -3.3% | +21.0% |
| YTD | +27.3% | +46.3% | -19.0% | +25.1% |
| 1Y | +30.5% | +37.1% | -6.6% | +28.4% |
| All | +30.5% | +34.7% | -4.2% | +28.4% |
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