+68.3%
HAL vs RRC
+23.4%
+45.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +2.9% | +1.3% | +1.6% | +2.4% |
| 30D | +17.0% | +10.1% | +6.9% | +13.0% |
| 3M | -9.7% | +4.0% | -13.7% | -10.9% |
| 6M | +8.6% | +1.6% | +7.0% | +8.4% |
| YTD | +33.0% | +19.7% | +13.3% | +25.9% |
| 1Y | +68.3% | +21.4% | +46.9% | +56.4% |
| All | +68.3% | +23.4% | +45.0% | +56.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling