+56.8%
QQQI vs RRC
+46.2%
+10.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | -1.0% | -1.2% | +0.1% | -0.9% |
| 30D | -0.6% | +3.0% | -3.5% | -1.0% |
| 3M | +3.4% | +7.3% | -3.9% | +2.2% |
| 6M | +10.6% | +3.6% | +7.1% | +9.6% |
| YTD | +10.3% | +19.4% | -9.1% | +6.1% |
| 1Y | +16.3% | +21.4% | -5.1% | +11.0% |
| All | +56.8% | +46.2% | +10.7% | +48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling