+65.0%
RRC vs HRB
+221.6%
-156.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.1% |
| 7D | +6.4% | -5.1% | +11.5% | +7.8% |
| 30D | +23.9% | +8.7% | +15.2% | +20.9% |
| 3M | +30.2% | -5.4% | +35.6% | +31.4% |
| 6M | +26.3% | +41.6% | -15.3% | +13.2% |
| YTD | +48.1% | +18.7% | +29.4% | +37.7% |
| 1Y | +37.7% | +16.4% | +21.2% | +28.6% |
| 3Y | +60.3% | +22.0% | +38.3% | +42.3% |
| 5Y | +135.3% | +141.2% | -5.9% | +60.1% |
| All | +65.0% | +221.6% | -156.6% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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