-56.3%
INIO vs RRC
+33.5%
-89.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | -3.5% | -16.0% | -19.3% |
| 7D | -19.7% | -6.8% | -12.9% | -19.4% |
| 30D | -22.3% | +34.7% | -57.1% | -14.7% |
| 3M | -46.1% | +31.5% | -77.6% | -41.9% |
| All | -56.3% | +33.5% | -89.8% | -51.4% |
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 · Available span rolling