+2,094.8%
RRX vs DAR
+1,373.4%
+721.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | -0.3% |
| 7D | 0.0% | -3.8% | +3.8% | +0.4% |
| 30D | +9.0% | -14.4% | +23.5% | +10.7% |
| 3M | +4.0% | -17.9% | +21.9% | +5.9% |
| 6M | -15.7% | -18.3% | +2.6% | -14.2% |
| YTD | +29.0% | +43.2% | -14.3% | +24.2% |
| 1Y | +35.2% | +57.7% | -22.5% | +28.9% |
| 3Y | +67.7% | +22.7% | +45.0% | +62.6% |
| 5Y | +14.9% | -34.0% | +48.9% | +17.2% |
| 10Y | +216.8% | +279.5% | -62.6% | +180.5% |
| All | +2,094.8% | +1,373.4% | +721.4% | +1,858.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling