+4,023.7%
RBA vs RRC
+445.4%
+3,578.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -0.5% | +2.5% | -3.1% | -0.8% |
| 30D | +6.8% | +21.1% | -14.3% | +4.8% |
| 3M | +9.5% | +28.4% | -18.9% | +6.8% |
| 6M | -8.2% | +26.5% | -34.7% | -10.4% |
| YTD | -7.7% | +47.0% | -54.8% | -11.3% |
| 1Y | -6.9% | +35.2% | -42.1% | -9.9% |
| 3Y | +61.6% | +61.0% | +0.7% | +52.8% |
| 5Y | +44.7% | +133.6% | -88.9% | +29.1% |
| 10Y | +205.3% | +72.1% | +133.3% | +156.5% |
| All | +4,023.7% | +445.4% | +3,578.3% | +3,291.8% |
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