+18.1%
RRX vs BBIO
+42.7%
-24.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -0.3% | -3.2% | +2.9% | 0.0% |
| 30D | -6.1% | -13.6% | +7.5% | -4.8% |
| 3M | -23.1% | +7.2% | -30.3% | -23.7% |
| 6M | -19.5% | +1.5% | -21.0% | -19.9% |
| YTD | +16.1% | -5.3% | +21.4% | +15.8% |
| 1Y | +12.9% | +37.7% | -24.8% | +8.3% |
| 3Y | +7.9% | +153.9% | -146.0% | -3.8% |
| All | +18.1% | +42.7% | -24.6% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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