+64.5%
RBA vs RRC
+60.0%
+4.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | +1.7% | +6.4% | -4.6% | +1.1% |
| 30D | +8.3% | +23.9% | -15.5% | +5.4% |
| 3M | +10.5% | +30.2% | -19.6% | +6.9% |
| 6M | -5.9% | +26.3% | -32.1% | -8.7% |
| YTD | -6.9% | +48.1% | -54.9% | -12.0% |
| 1Y | -4.9% | +37.7% | -42.5% | -9.2% |
| 3Y | +64.5% | +60.3% | +4.2% | +53.5% |
| All | +64.5% | +60.0% | +4.5% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling