+26.7%
Q vs RRC
+11.8%
+15.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.5% |
| 7D | +0.2% | +1.3% | -1.1% | +0.5% |
| 30D | -11.1% | +10.1% | -21.2% | -9.5% |
| 3M | -22.1% | +4.0% | -26.1% | -20.7% |
| 6M | +0.5% | +1.6% | -1.1% | +1.6% |
| YTD | +47.8% | +19.7% | +28.1% | +46.3% |
| All | +26.7% | +11.8% | +15.0% | +24.0% |
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 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