+512.2%
PAYC vs RRC
+73.1%
+439.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +4.9% | +6.4% | -1.5% | +4.0% |
| 30D | +4.1% | +23.9% | -19.8% | +1.0% |
| 3M | +11.5% | +30.2% | -18.7% | +7.3% |
| 6M | +85.3% | +26.3% | +59.0% | +79.0% |
| YTD | +57.3% | +48.1% | +9.2% | +48.3% |
| 1Y | +52.6% | +37.7% | +14.9% | +45.1% |
| 3Y | +48.3% | +60.3% | -12.0% | +36.8% |
| 5Y | -47.8% | +135.3% | -183.1% | -55.4% |
| All | +512.2% | +73.1% | +439.1% | +337.0% |
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