+6.2%
RRX vs FND
-50.0%
+56.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | -8.0% | -19.6% | +11.6% | +0.9% |
| 3M | -25.1% | -4.3% | -20.7% | -25.3% |
| 6M | -18.3% | -20.4% | +2.2% | -11.9% |
| YTD | +14.2% | -21.9% | +36.0% | +22.8% |
| 1Y | +13.0% | -45.2% | +58.2% | +44.0% |
| All | +6.2% | -50.0% | +56.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling