+9,595.7%
IRM vs RRC
+753.3%
+8,842.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +4.0% |
| 7D | -3.8% | -10.3% | +6.6% | -2.5% |
| 30D | -3.2% | +19.5% | -22.7% | -5.3% |
| 3M | -7.8% | +27.9% | -35.7% | -10.6% |
| 6M | -12.7% | +21.2% | -33.9% | -15.0% |
| YTD | +36.7% | +39.6% | -2.9% | +30.8% |
| 1Y | +10.0% | +31.3% | -21.2% | +5.9% |
| 3Y | +107.2% | +51.9% | +55.3% | +94.8% |
| 5Y | +181.6% | +110.2% | +71.4% | +149.6% |
| 10Y | +481.1% | +56.7% | +424.5% | +376.2% |
| All | +9,595.7% | +753.3% | +8,842.4% | +6,855.5% |
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