+21.4%
RRC vs BUD
+36.8%
-15.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +1.3% | +0.3% | +1.0% | +1.3% |
| 30D | +10.1% | -5.7% | +15.8% | +9.6% |
| 3M | +4.0% | +3.1% | +0.9% | +4.7% |
| 6M | +1.6% | +7.9% | -6.3% | +3.7% |
| YTD | +19.7% | +27.3% | -7.6% | +24.7% |
| 1Y | +21.4% | +37.8% | -16.4% | +31.0% |
| All | +21.4% | +36.8% | -15.4% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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