+29.7%
Q vs RRC
+11.5%
+18.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.3% |
| 7D | +6.7% | -1.2% | +7.9% | +6.5% |
| 30D | -10.6% | +9.4% | -20.0% | -9.1% |
| 3M | -14.6% | +7.4% | -22.0% | -12.9% |
| 6M | +12.1% | +1.5% | +10.6% | +13.2% |
| YTD | +51.3% | +19.4% | +31.9% | +49.6% |
| All | +29.7% | +11.5% | +18.2% | +26.8% |
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