+19.6%
RRX vs IBB
+20.0%
-0.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +2.1% |
| 7D | +4.3% | -1.7% | +5.9% | +5.5% |
| 30D | -8.0% | +4.9% | -12.9% | -11.7% |
| 3M | -22.0% | +24.2% | -46.2% | -34.8% |
| 6M | -11.9% | +23.8% | -35.7% | -25.8% |
| YTD | +17.1% | +23.0% | -5.9% | -1.3% |
| 1Y | +14.9% | +46.2% | -31.3% | -15.6% |
| 3Y | +6.9% | +64.8% | -57.9% | -28.0% |
| 5Y | +19.6% | +20.9% | -1.4% | -18.7% |
| All | +19.6% | +20.0% | -0.4% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling