-8.0%
BA vs RRX
+14.9%
-22.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +1.2% | +3.4% | -2.3% | +0.6% |
| 30D | -11.6% | -11.1% | -0.5% | -10.0% |
| 3M | -2.4% | -23.7% | +21.3% | +0.6% |
| 6M | -6.6% | -22.0% | +15.4% | -5.3% |
| YTD | -2.2% | +16.5% | -18.7% | -5.5% |
| 1Y | -8.0% | +11.5% | -19.5% | -10.9% |
| All | -8.0% | +14.9% | -22.9% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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