+17.9%
RRX vs BB
-25.5%
+43.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.2% |
| 7D | -0.7% | +1.8% | -2.6% | -1.1% |
| 30D | -8.0% | -12.2% | +4.3% | -5.5% |
| 3M | -25.1% | -12.3% | -12.7% | -23.8% |
| 6M | -18.3% | +122.7% | -141.0% | -33.0% |
| YTD | +14.2% | +104.5% | -90.3% | -4.8% |
| 1Y | +13.0% | +106.7% | -93.6% | -6.5% |
| 3Y | +4.2% | +70.0% | -65.8% | -15.5% |
| 5Y | +17.9% | -27.8% | +45.6% | +5.9% |
| All | +17.9% | -25.5% | +43.4% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling