+29.3%
RRX vs HBM
+47.3%
-18.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.6% | -7.3% | -4.7% |
| 7D | +7.6% | -5.8% | +13.5% | +9.5% |
| 30D | +7.5% | -18.5% | +26.0% | +13.9% |
| 3M | -21.0% | -10.3% | -10.8% | -19.3% |
| 6M | -18.1% | +2.1% | -20.2% | -19.9% |
| YTD | +24.3% | +12.0% | +12.2% | +16.6% |
| 1Y | +29.3% | +49.8% | -20.5% | +13.2% |
| All | +29.3% | +47.3% | -18.0% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling