+1,202.2%
RRC vs RVTY
+2,416.7%
-1,214.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +1.3% | +1.1% | +0.2% | +1.0% |
| 30D | +10.1% | +13.2% | -3.1% | +6.5% |
| 3M | +4.0% | +27.2% | -23.2% | -2.9% |
| 6M | +1.6% | +32.4% | -30.8% | -7.1% |
| YTD | +19.7% | +34.9% | -15.2% | +8.4% |
| 1Y | +21.4% | +52.4% | -31.0% | +6.1% |
| 3Y | +29.7% | +12.3% | +17.4% | +19.9% |
| 5Y | +153.9% | -30.8% | +184.7% | +163.0% |
| 10Y | +10.8% | +150.7% | -139.9% | -20.7% |
| All | +1,202.2% | +2,416.7% | -1,214.5% | +431.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 all: compounded portfolio wealth divided by compounded RVTY 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…
all analysis · Full analysis span regression · 6 months rolling