-18.3%
RRX vs SUNB
-0.8%
-17.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.9% | -8.4% | -5.5% |
| 7D | -0.7% | +9.4% | -10.1% | -5.4% |
| 30D | -8.0% | -6.9% | -1.1% | -4.7% |
| 3M | -25.1% | -11.3% | -13.8% | -20.5% |
| 6M | -18.3% | -1.8% | -16.5% | -20.1% |
| All | -18.3% | -0.8% | -17.5% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling