+21.3%
RGEN vs RRC
+44.7%
-23.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | -0.5% |
| 7D | -3.5% | -6.8% | +3.3% | -4.3% |
| 30D | -6.0% | +34.7% | -40.7% | -1.9% |
| 3M | +19.0% | +31.5% | -12.5% | +24.1% |
| 6M | +50.7% | +21.8% | +29.0% | +56.0% |
| YTD | +8.8% | +48.9% | -40.1% | +9.0% |
| 1Y | +21.3% | +42.1% | -20.8% | +24.3% |
| All | +21.3% | +44.7% | -23.4% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling