+217.3%
RRX vs STLA
+55.1%
+162.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.3% | +1.4% | +2.8% |
| 7D | -0.3% | -2.9% | +2.5% | +0.8% |
| 30D | -6.1% | +0.9% | -7.1% | -6.9% |
| 3M | -23.1% | -21.6% | -1.4% | -15.8% |
| 6M | -19.5% | -21.6% | +2.1% | -12.1% |
| YTD | +16.1% | -50.4% | +66.5% | +47.5% |
| 1Y | +12.9% | -43.6% | +56.5% | +34.7% |
| 3Y | +7.9% | -66.4% | +74.3% | +53.2% |
| 5Y | +19.1% | -62.3% | +81.4% | +56.3% |
| All | +217.3% | +55.1% | +162.2% | +145.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 10y: compounded portfolio wealth divided by compounded STLA 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…
10y analysis · Full analysis span regression · 6 months rolling