+34.7%
RRC vs BTG
+99.9%
-65.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.0% | -0.5% |
| 7D | -1.7% | +2.4% | -4.1% | -1.9% |
| 30D | +3.6% | +9.5% | -5.9% | +2.9% |
| 3M | +8.8% | +38.5% | -29.7% | +6.0% |
| 6M | +0.8% | +5.6% | -4.9% | +0.2% |
| YTD | +19.0% | +23.9% | -5.0% | +14.7% |
| 1Y | +22.9% | +32.1% | -9.2% | +16.5% |
| All | +34.7% | +99.9% | -65.2% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling