+63.8%
RRC vs HRB
+226.2%
-162.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +2.5% | -7.8% | +10.3% | +4.7% |
| 30D | +21.1% | +15.7% | +5.4% | +16.2% |
| 3M | +28.4% | -5.5% | +33.9% | +29.6% |
| 6M | +26.5% | +41.1% | -14.7% | +13.5% |
| YTD | +47.0% | +20.4% | +26.7% | +36.2% |
| 1Y | +35.2% | +15.2% | +20.0% | +26.8% |
| 3Y | +61.0% | +24.3% | +36.7% | +42.2% |
| 5Y | +133.6% | +144.7% | -11.1% | +58.3% |
| All | +63.8% | +226.2% | -162.4% | -1.9% |
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