+217.3%
RRX vs BB
+1.6%
+215.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.4% |
| 7D | -0.3% | -0.4% | 0.0% | -0.3% |
| 30D | -6.1% | -12.5% | +6.4% | -4.2% |
| 3M | -23.1% | -17.4% | -5.6% | -21.3% |
| 6M | -19.5% | +119.1% | -138.7% | -29.9% |
| YTD | +16.1% | +102.4% | -86.3% | +2.2% |
| 1Y | +12.9% | +98.2% | -85.3% | -0.6% |
| 3Y | +7.9% | +46.9% | -39.0% | -4.6% |
| 5Y | +19.1% | -26.4% | +45.5% | +10.8% |
| All | +217.3% | +1.6% | +215.7% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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