+60.3%
RRC vs FGI
-16.0%
+76.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -25.2% | +25.9% | +0.8% |
| 7D | +6.4% | -14.4% | +20.8% | +6.4% |
| 30D | +23.9% | -11.8% | +35.6% | +23.9% |
| 3M | +30.2% | -46.2% | +76.4% | +30.3% |
| 6M | +26.3% | +5.2% | +21.1% | +26.2% |
| YTD | +48.1% | +10.5% | +37.6% | +47.2% |
| 1Y | +37.7% | +25.5% | +12.2% | +36.0% |
| 3Y | +60.3% | -16.0% | +76.3% | +58.9% |
| All | +60.3% | -16.0% | +76.3% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling