+672.3%
AU vs RRC
+4.9%
+667.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.6% |
| 7D | -4.3% | -1.8% | -2.5% | -4.2% |
| 30D | +7.3% | +2.7% | +4.6% | +7.2% |
| 3M | +26.3% | +8.8% | +17.5% | +25.9% |
| 6M | +1.8% | -1.2% | +2.9% | +1.6% |
| YTD | +26.8% | +17.6% | +9.2% | +25.6% |
| 1Y | +66.7% | +18.4% | +48.3% | +65.0% |
| 3Y | +579.1% | +33.1% | +546.0% | +567.9% |
| 5Y | +689.3% | +148.2% | +541.2% | +671.3% |
| All | +672.3% | +4.9% | +667.4% | +910.5% |
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