+56.7%
RRC vs BUD
-8.7%
+65.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | -0.2% |
| 7D | -10.3% | +1.3% | -11.7% | -10.8% |
| 30D | +19.5% | +10.0% | +9.4% | +14.9% |
| 3M | +27.9% | +1.6% | +26.3% | +26.5% |
| 6M | +21.2% | +6.5% | +14.7% | +17.4% |
| YTD | +39.6% | +34.8% | +4.7% | +22.1% |
| 1Y | +31.3% | +36.5% | -5.2% | +14.2% |
| 3Y | +51.9% | +49.0% | +3.0% | +24.0% |
| 5Y | +110.2% | +51.7% | +58.5% | +66.4% |
| 10Y | +56.7% | -7.5% | +64.2% | +34.0% |
| All | +56.7% | -8.7% | +65.4% | +34.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling