+134.2%
RRC vs ARWR
-34.9%
+169.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | +6.4% | -17.8% | +24.2% | +8.1% |
| 30D | +23.9% | -18.1% | +42.0% | +25.9% |
| 3M | +30.2% | -44.2% | +74.4% | +36.7% |
| 6M | +26.3% | -38.6% | +64.9% | +31.0% |
| YTD | +48.1% | -28.0% | +76.1% | +50.3% |
| 1Y | +37.7% | +16.1% | +21.5% | +31.7% |
| 3Y | +60.3% | +84.0% | -23.7% | +36.5% |
| All | +134.2% | -34.9% | +169.1% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling