+29.3%
RRX vs HRB
+16.9%
+12.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +4.4% | -8.0% | -2.2% |
| 7D | +7.6% | +16.0% | -8.4% | +13.0% |
| 30D | +7.5% | +32.1% | -24.6% | +18.0% |
| 3M | -21.0% | +21.5% | -42.5% | -14.9% |
| 6M | -18.1% | +82.1% | -100.2% | +5.0% |
| YTD | +24.3% | +31.6% | -7.3% | +52.4% |
| 1Y | +29.3% | +15.9% | +13.4% | +55.8% |
| All | +29.3% | +16.9% | +12.4% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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