+10,042.6%
IRM vs RRC
+631.9%
+9,410.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | -0.5% | +1.3% | -1.8% | -0.6% |
| 30D | -8.1% | +10.1% | -18.2% | -9.1% |
| 3M | -9.7% | +4.0% | -13.7% | -10.2% |
| 6M | +10.0% | +1.6% | +8.4% | +9.4% |
| YTD | +43.0% | +19.7% | +23.3% | +39.5% |
| 1Y | +32.7% | +21.4% | +11.3% | +29.0% |
| 3Y | +102.7% | +29.7% | +73.1% | +94.2% |
| 5Y | +187.6% | +153.9% | +33.7% | +150.0% |
| 10Y | +420.1% | +10.8% | +409.3% | +342.9% |
| All | +10,042.6% | +631.9% | +9,410.7% | +7,321.5% |
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