+11.5%
RRX vs IBB
+51.5%
-40.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.7% |
| 7D | +3.4% | +1.4% | +2.0% | +2.6% |
| 30D | -11.1% | +10.5% | -21.6% | -16.9% |
| 3M | -23.7% | +23.6% | -47.4% | -35.4% |
| 6M | -22.0% | +22.6% | -44.6% | -33.9% |
| YTD | +16.5% | +25.7% | -9.2% | -3.8% |
| 1Y | +11.5% | +51.4% | -39.9% | -22.0% |
| All | +11.5% | +51.5% | -40.0% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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