+275.2%
RTX vs RRC
+7.9%
+267.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -1.0% |
| 7D | -3.1% | -1.2% | -1.9% | -2.9% |
| 30D | -10.6% | +9.4% | -20.0% | -11.7% |
| 3M | +11.6% | +7.4% | +4.3% | +10.4% |
| 6M | -4.5% | +1.5% | -6.0% | -5.1% |
| YTD | +9.6% | +19.4% | -9.8% | +6.3% |
| 1Y | +30.8% | +24.2% | +6.6% | +25.9% |
| 3Y | +152.8% | +32.8% | +120.0% | +137.8% |
| 5Y | +167.1% | +152.9% | +14.2% | +121.5% |
| 10Y | +275.2% | +3.9% | +271.3% | +177.4% |
| All | +275.2% | +7.9% | +267.3% | +177.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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