+200.9%
RRX vs DAR
+311.7%
-110.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.7% |
| 7D | +4.3% | +11.6% | -7.2% | -0.2% |
| 30D | +12.3% | -10.2% | +22.6% | +17.1% |
| 3M | +3.7% | -14.8% | +18.5% | +9.6% |
| 6M | -13.9% | -10.1% | -3.8% | -11.4% |
| YTD | +26.5% | +55.5% | -29.1% | +3.2% |
| 1Y | +29.3% | +61.7% | -32.4% | +3.6% |
| 3Y | +65.6% | +37.2% | +28.4% | +34.3% |
| 5Y | +10.6% | -26.9% | +37.6% | +12.5% |
| All | +200.9% | +311.7% | -110.8% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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