+108.9%
RRC vs DAR
-41.1%
+150.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.6% |
| 7D | -10.8% | -9.9% | -0.9% | -7.4% |
| 30D | +22.3% | -16.4% | +38.7% | +30.2% |
| 3M | +26.6% | -17.1% | +43.7% | +34.6% |
| 6M | +18.9% | -20.5% | +39.4% | +27.9% |
| YTD | +39.2% | +39.4% | -0.2% | +21.3% |
| 1Y | +34.0% | +57.2% | -23.3% | +11.2% |
| 3Y | +42.0% | +13.9% | +28.2% | +25.7% |
| All | +108.9% | -41.1% | +150.0% | +176.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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