+217.3%
RRX vs BR
+189.7%
+27.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.8% |
| 7D | -0.3% | -3.0% | +2.6% | +1.1% |
| 30D | -6.1% | -0.3% | -5.8% | -6.4% |
| 3M | -23.1% | +17.3% | -40.3% | -30.1% |
| 6M | -19.5% | -6.7% | -12.8% | -18.0% |
| YTD | +16.1% | -23.4% | +39.5% | +31.4% |
| 1Y | +12.9% | -32.7% | +45.6% | +38.1% |
| 3Y | +7.9% | -5.9% | +13.8% | +6.2% |
| 5Y | +19.1% | +8.4% | +10.7% | +4.8% |
| All | +217.3% | +189.7% | +27.6% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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