+189.6%
RBA vs RRC
+7.9%
+181.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | -1.1% | -1.2% | +0.2% | -1.0% |
| 30D | -13.2% | +9.4% | -22.6% | -13.8% |
| 3M | -21.4% | +7.4% | -28.8% | -21.8% |
| 6M | -20.9% | +1.5% | -22.3% | -21.1% |
| YTD | -19.9% | +19.4% | -39.2% | -21.1% |
| 1Y | -28.7% | +24.2% | -52.9% | -30.1% |
| 3Y | +27.4% | +32.8% | -5.4% | +23.6% |
| 5Y | +41.7% | +152.9% | -111.2% | +29.3% |
| 10Y | +189.6% | +3.9% | +185.7% | +163.1% |
| All | +189.6% | +7.9% | +181.7% | +163.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling