+755.6%
GOOGL vs RRX
+228.4%
+527.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +0.7% |
| 7D | 0.0% | -0.3% | +0.4% | +0.1% |
| 30D | -1.4% | -6.1% | +4.7% | +0.3% |
| 3M | -5.3% | -23.1% | +17.7% | +1.1% |
| 6M | +9.8% | -19.5% | +29.3% | +14.3% |
| YTD | +8.4% | +16.1% | -7.7% | -0.9% |
| 1Y | +41.2% | +12.9% | +28.3% | +29.4% |
| 3Y | +149.6% | +7.9% | +141.6% | +118.7% |
| 5Y | +142.6% | +19.1% | +123.5% | +99.2% |
| All | +755.6% | +228.4% | +527.2% | +366.4% |
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