+3,324.5%
HAS vs RRC
+1,202.2%
+2,122.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | -1.8% | +1.3% | -3.1% | -1.9% |
| 30D | +2.3% | +10.1% | -7.9% | +1.6% |
| 3M | +10.4% | +4.0% | +6.4% | +10.0% |
| 6M | -3.2% | +1.6% | -4.8% | -3.5% |
| YTD | +15.4% | +19.7% | -4.3% | +13.6% |
| 1Y | +18.8% | +21.4% | -2.6% | +16.7% |
| 3Y | +43.9% | +29.7% | +14.3% | +40.0% |
| 5Y | +13.9% | +153.9% | -140.0% | +4.0% |
| 10Y | +56.4% | +10.8% | +45.6% | +40.5% |
| All | +3,324.5% | +1,202.2% | +2,122.3% | +2,667.1% |
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