+32.7%
IRM vs RRX
+14.9%
+17.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -0.5% | +3.4% | -3.9% | -1.2% |
| 30D | -8.1% | -11.1% | +3.0% | -5.8% |
| 3M | -9.7% | -23.7% | +14.1% | -5.4% |
| 6M | +10.0% | -22.0% | +32.0% | +13.4% |
| YTD | +43.0% | +16.5% | +26.5% | +37.4% |
| 1Y | +32.7% | +11.5% | +21.2% | +28.9% |
| All | +32.7% | +14.9% | +17.8% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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