+11.2%
P vs RRC
+28.5%
-17.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.0% | +6.3% |
| 7D | -9.6% | -10.3% | +0.7% | -8.9% |
| 30D | -33.4% | +19.5% | -52.9% | -32.2% |
| 3M | +14.2% | +27.9% | -13.7% | +17.1% |
| 6M | +31.6% | +21.2% | +10.4% | +33.7% |
| YTD | +53.5% | +39.6% | +13.9% | +65.9% |
| All | +11.2% | +28.5% | -17.3% | +11.9% |
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 · 6 months rolling