+195.5%
RBA vs RRC
+8.2%
+187.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | -2.9% | +1.3% | -4.2% | -3.0% |
| 30D | -12.3% | +10.1% | -22.4% | -12.9% |
| 3M | -20.5% | +4.0% | -24.5% | -20.8% |
| 6M | -18.5% | +1.6% | -20.1% | -18.8% |
| YTD | -18.2% | +19.7% | -37.9% | -19.5% |
| 1Y | -27.5% | +21.4% | -48.9% | -28.8% |
| 3Y | +38.1% | +29.7% | +8.4% | +34.2% |
| 5Y | +44.8% | +153.9% | -109.1% | +32.0% |
| All | +195.5% | +8.2% | +187.3% | +168.4% |
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