+21.0%
RRC vs HRB
-7.7%
+28.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.3% | -0.3% |
| 7D | -1.7% | -10.6% | +8.9% | -1.5% |
| 30D | +3.6% | -0.8% | +4.4% | +3.8% |
| 3M | +8.8% | +19.1% | -10.2% | +8.7% |
| 6M | +0.8% | +48.7% | -47.9% | +0.7% |
| YTD | +19.0% | +7.1% | +11.9% | +16.5% |
| All | +21.0% | -7.7% | +28.7% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling