+13.0%
RRX vs IBB
+44.4%
-31.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.0% |
| 7D | -0.7% | -3.9% | +3.2% | +1.6% |
| 30D | -8.0% | +2.7% | -10.7% | -9.8% |
| 3M | -25.1% | +21.4% | -46.4% | -36.2% |
| 6M | -18.3% | +20.1% | -38.3% | -30.0% |
| YTD | +14.2% | +21.9% | -7.7% | -4.4% |
| 1Y | +13.0% | +44.1% | -31.1% | -20.2% |
| All | +13.0% | +44.4% | -31.3% | -20.2% |
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