+1,165.2%
RRX vs IBB
+577.3%
+588.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.2% |
| 7D | 0.0% | +0.8% | -0.8% | -0.3% |
| 30D | +9.0% | +5.2% | +3.9% | +5.9% |
| 3M | +4.0% | +8.6% | -4.6% | -1.5% |
| 6M | -15.7% | +27.8% | -43.5% | -28.0% |
| YTD | +29.0% | +28.8% | +0.2% | +9.9% |
| 1Y | +35.2% | +36.4% | -1.2% | +11.2% |
| 3Y | +67.7% | +89.3% | -21.6% | +14.3% |
| 5Y | +14.9% | +43.3% | -28.4% | -8.6% |
| 10Y | +216.8% | +130.6% | +86.2% | +85.2% |
| All | +1,165.2% | +577.3% | +588.0% | +203.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling