+498.0%
HAL vs RRC
+1,491.2%
-993.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.8% | -4.9% | -1.3% |
| 7D | -6.5% | -5.2% | -1.3% | -5.2% |
| 30D | -2.1% | +25.2% | -27.3% | -8.1% |
| 3M | -4.9% | +27.4% | -32.2% | -11.1% |
| 6M | -19.3% | +27.0% | -46.3% | -24.6% |
| YTD | +14.3% | +46.3% | -32.0% | +2.7% |
| 1Y | +17.3% | +37.1% | -19.8% | +7.0% |
| 3Y | -10.9% | +60.2% | -71.1% | -22.3% |
| 5Y | +47.4% | +136.6% | -89.2% | +14.2% |
| 10Y | -20.8% | +68.8% | -89.6% | -43.5% |
| All | +498.0% | +1,491.2% | -993.3% | +235.6% |
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