+498.3%
HAL vs RRC
+1,418.2%
-919.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | -7.9% | -10.3% | +2.4% | -5.3% |
| 30D | -2.1% | +19.5% | -21.5% | -6.9% |
| 3M | +0.4% | +27.9% | -27.5% | -6.2% |
| 6M | -19.2% | +21.2% | -40.4% | -23.6% |
| YTD | +14.4% | +39.6% | -25.2% | +4.0% |
| 1Y | +18.0% | +31.3% | -13.3% | +8.9% |
| 3Y | -9.7% | +51.9% | -61.6% | -20.2% |
| 5Y | +40.1% | +110.2% | -70.0% | +11.9% |
| 10Y | -19.1% | +56.7% | -75.8% | -41.2% |
| All | +498.3% | +1,418.2% | -919.9% | +240.0% |
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