+74.6%
BA vs RRX
+210.7%
-136.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -0.9% |
| 7D | -1.2% | -0.7% | -0.5% | -0.8% |
| 30D | -11.3% | -8.0% | -3.4% | -7.9% |
| 3M | -3.8% | -25.1% | +21.3% | +7.4% |
| 6M | -8.3% | -18.3% | +10.0% | -3.8% |
| YTD | -4.9% | +14.2% | -19.1% | -17.5% |
| 1Y | -10.1% | +13.0% | -23.1% | -22.8% |
| 3Y | -2.3% | +4.2% | -6.5% | -20.2% |
| 5Y | -3.5% | +17.9% | -21.4% | -32.0% |
| 10Y | +74.6% | +220.4% | -145.9% | -38.4% |
| All | +74.6% | +210.7% | -136.1% | -38.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling