+187.9%
BR vs RRC
+6.5%
+181.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.3% | +0.1% |
| 7D | -6.0% | -1.2% | -4.8% | -5.9% |
| 30D | -0.9% | +3.0% | -3.8% | -1.1% |
| 3M | +16.4% | +7.3% | +9.1% | +15.6% |
| 6M | -8.2% | +3.6% | -11.7% | -8.6% |
| YTD | -23.2% | +19.4% | -42.6% | -24.6% |
| 1Y | -30.9% | +21.4% | -52.3% | -32.4% |
| 3Y | -5.0% | +32.8% | -37.7% | -8.6% |
| 5Y | +8.8% | +152.0% | -143.2% | -2.4% |
| All | +187.9% | +6.5% | +181.4% | +138.8% |
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