+575.6%
AU vs RRC
+31.5%
+544.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.3% |
| 7D | -7.0% | -1.2% | -5.8% | -6.9% |
| 30D | +7.3% | +3.0% | +4.3% | +7.0% |
| 3M | +33.2% | +7.3% | +25.9% | +32.2% |
| 6M | -0.6% | +3.6% | -4.2% | -1.8% |
| YTD | +26.2% | +19.4% | +6.8% | +21.3% |
| 1Y | +68.3% | +21.4% | +46.8% | +61.1% |
| All | +575.6% | +31.5% | +544.1% | +516.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling