+209.9%
RBA vs RRC
+72.2%
+137.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | +0.6% | -0.5% | +1.1% | +0.6% |
| 30D | +9.0% | +25.2% | -16.2% | +7.0% |
| 3M | +7.2% | +27.8% | -20.7% | +5.1% |
| 6M | -7.8% | +27.2% | -35.0% | -9.6% |
| YTD | -6.4% | +48.2% | -54.5% | -9.4% |
| 1Y | -4.2% | +34.7% | -38.9% | -6.7% |
| 3Y | +64.1% | +62.2% | +1.8% | +56.7% |
| 5Y | +48.4% | +130.9% | -82.5% | +36.0% |
| 10Y | +209.9% | +73.4% | +136.5% | +165.6% |
| All | +209.9% | +72.2% | +137.7% | +165.6% |
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