+34.7%
RRC vs FGI
+50.2%
-15.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.9% | -4.6% | +1.4% |
| 7D | -0.5% | +6.9% | -7.3% | -0.4% |
| 30D | +25.2% | +3.9% | +21.3% | +25.3% |
| 3M | +27.8% | +74.3% | -46.5% | +30.4% |
| 6M | +27.2% | +28.9% | -1.7% | +29.4% |
| YTD | +48.2% | +39.1% | +9.0% | +53.3% |
| 1Y | +34.7% | +49.3% | -14.6% | +35.7% |
| All | +34.7% | +50.2% | -15.5% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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