+1,173.0%
RRX vs BB
+258.8%
+914.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +3.4% | -5.6% | +9.1% | +4.2% |
| 30D | -11.1% | -11.8% | +0.7% | -9.8% |
| 3M | -23.7% | -25.5% | +1.8% | -21.2% |
| 6M | -22.0% | +121.3% | -143.3% | -30.6% |
| YTD | +16.5% | +103.2% | -86.7% | +4.8% |
| 1Y | +11.5% | +102.6% | -91.1% | 0.0% |
| 3Y | +1.5% | +37.5% | -36.0% | -7.6% |
| 5Y | +18.3% | -30.4% | +48.7% | +14.0% |
| 10Y | +209.8% | 0.0% | +209.8% | +152.6% |
| All | +1,173.0% | +258.8% | +914.2% | +725.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling