+51.7%
BTDR vs RRX
-19.6%
+71.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.9% | -4.6% | -4.8% |
| 7D | -3.2% | -3.7% | +0.6% | +0.2% |
| 30D | +32.7% | -9.3% | +42.0% | +44.5% |
| 3M | -28.4% | -21.8% | -6.6% | -14.2% |
| 6M | +51.7% | -22.0% | +73.7% | +82.7% |
| All | +51.7% | -19.6% | +71.3% | +82.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling