+707.9%
P vs RRC
+63.1%
+644.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.0% | +6.3% |
| 7D | -9.6% | -10.3% | +0.7% | -8.1% |
| 30D | -33.4% | +19.5% | -52.9% | -35.1% |
| 3M | +14.2% | +27.9% | -13.7% | +10.1% |
| 6M | +31.6% | +21.2% | +10.4% | +27.6% |
| YTD | +53.5% | +39.6% | +13.9% | +45.5% |
| 1Y | +14.2% | +31.3% | -17.1% | +8.7% |
| 3Y | +190.5% | +51.9% | +138.6% | +170.4% |
| 5Y | +256.3% | +110.2% | +146.2% | +208.8% |
| 10Y | +707.9% | +56.7% | +651.2% | +502.3% |
| All | +707.9% | +63.1% | +644.8% | +502.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling