+29.3%
RRX vs TAP
+4.4%
+24.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.0% | -6.7% | -3.2% |
| 7D | +7.6% | +9.9% | -2.3% | +8.9% |
| 30D | +7.5% | +18.1% | -10.6% | +9.3% |
| 3M | -21.0% | +3.2% | -24.2% | -20.1% |
| 6M | -18.1% | +8.4% | -26.5% | -17.1% |
| YTD | +24.3% | -4.4% | +28.7% | +27.0% |
| 1Y | +29.3% | +3.2% | +26.1% | +29.0% |
| All | +29.3% | +4.4% | +24.9% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling