+595.7%
HAL vs RRC
+1,202.2%
-606.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | +2.9% | +1.3% | +1.6% | +2.6% |
| 30D | +17.0% | +10.1% | +6.9% | +14.2% |
| 3M | -9.7% | +4.0% | -13.7% | -10.7% |
| 6M | +8.6% | +1.6% | +7.0% | +8.0% |
| YTD | +33.0% | +19.7% | +13.3% | +26.5% |
| 1Y | +68.3% | +21.4% | +46.9% | +59.1% |
| 3Y | +0.1% | +29.7% | -29.6% | -7.5% |
| 5Y | +102.6% | +153.9% | -51.2% | +55.3% |
| 10Y | +3.8% | +10.8% | -7.0% | -18.0% |
| All | +595.7% | +1,202.2% | -606.4% | +313.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling