+217.3%
RRX vs HRB
+209.1%
+8.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | -0.3% | -8.0% | +7.7% | +1.6% |
| 30D | -6.1% | -16.0% | +9.8% | -2.3% |
| 3M | -23.1% | +26.9% | -49.9% | -28.7% |
| 6M | -19.5% | +51.1% | -70.7% | -30.7% |
| YTD | +16.1% | +7.1% | +9.0% | +10.7% |
| 1Y | +12.9% | -9.6% | +22.5% | +13.5% |
| 3Y | +7.9% | +25.4% | -17.5% | -6.3% |
| 5Y | +19.1% | +114.9% | -95.8% | -17.3% |
| All | +217.3% | +209.1% | +8.2% | +80.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling