+20.2%
RRC vs BTG
+24.8%
-4.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.3% |
| 7D | -1.2% | -5.5% | +4.3% | -1.3% |
| 30D | +3.0% | +6.1% | -3.1% | +3.1% |
| 3M | +7.3% | +38.6% | -31.4% | +8.0% |
| 6M | +3.6% | +0.7% | +2.9% | +4.5% |
| YTD | +19.4% | +20.3% | -1.0% | +17.7% |
| All | +20.2% | +24.8% | -4.5% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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