+39.7%
HAL vs RRC
+110.6%
-70.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.7% | +1.1% |
| 7D | -12.0% | -10.8% | -1.2% | -7.3% |
| 30D | +0.3% | +22.3% | -22.0% | -9.6% |
| 3M | -1.6% | +26.6% | -28.2% | -12.8% |
| 6M | -20.5% | +18.9% | -39.4% | -27.8% |
| YTD | +14.2% | +39.2% | -25.0% | -4.3% |
| 1Y | +18.9% | +34.0% | -15.1% | +1.1% |
| 3Y | -13.7% | +42.0% | -55.7% | -30.3% |
| All | +39.7% | +110.6% | -70.9% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling