-11.0%
BA vs RRC
+34.7%
-45.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.8% | -4.2% | +1.5% |
| 7D | 0.0% | -5.2% | +5.2% | -1.0% |
| 30D | -8.9% | +25.2% | -34.1% | -5.1% |
| 3M | -25.5% | +27.4% | -52.9% | -21.9% |
| 6M | -27.0% | +27.0% | -53.9% | -23.2% |
| YTD | -20.1% | +46.3% | -66.4% | -14.0% |
| 1Y | -11.0% | +37.1% | -48.1% | -6.0% |
| All | -11.0% | +34.7% | -45.7% | -6.0% |
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 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