+3,895.4%
RRX vs MKC
+3,364.7%
+530.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +4.3% | -4.3% | +8.6% | +5.4% |
| 30D | -8.0% | -2.0% | -6.0% | -7.7% |
| 3M | -22.0% | +10.0% | -32.0% | -24.4% |
| 6M | -11.9% | -18.5% | +6.6% | -8.3% |
| YTD | +17.1% | -22.4% | +39.5% | +23.1% |
| 1Y | +14.9% | -23.6% | +38.5% | +20.9% |
| 3Y | +6.9% | -30.4% | +37.3% | +14.1% |
| 5Y | +19.6% | -34.2% | +53.7% | +28.1% |
| 10Y | +215.9% | +26.8% | +189.1% | +185.8% |
| All | +3,895.4% | +3,364.7% | +530.7% | +2,427.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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