+1,756.2%
RRX vs SIRI
-17.7%
+1,773.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.0% |
| 7D | -3.7% | -3.0% | -0.8% | -3.5% |
| 30D | -9.3% | +1.3% | -10.6% | -9.4% |
| 3M | -21.8% | +5.6% | -27.4% | -22.2% |
| 6M | -22.0% | +35.2% | -57.2% | -23.8% |
| YTD | +11.9% | +49.1% | -37.1% | +8.6% |
| 1Y | +11.6% | +26.8% | -15.2% | +9.5% |
| 3Y | +2.2% | -23.7% | +25.8% | +2.7% |
| 5Y | +14.9% | -41.8% | +56.7% | +16.4% |
| 10Y | +214.2% | -11.3% | +225.5% | +211.1% |
| All | +1,756.2% | -17.7% | +1,773.9% | +1,592.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded SIRI 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling