+65.2%
HAS vs RRC
+44.7%
+20.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.5% | +6.6% | +3.0% |
| 7D | +2.4% | -6.8% | +9.2% | +2.3% |
| 30D | +31.6% | +34.7% | -3.1% | +32.8% |
| 3M | +33.9% | +31.5% | +2.3% | +35.0% |
| 6M | +31.4% | +21.8% | +9.6% | +31.4% |
| YTD | +51.6% | +48.9% | +2.8% | +53.8% |
| 1Y | +65.2% | +42.1% | +23.1% | +67.8% |
| All | +65.2% | +44.7% | +20.5% | +67.8% |
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