+273.8%
RTX vs RRC
+63.1%
+210.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.5% |
| 7D | -3.2% | -10.3% | +7.1% | -1.8% |
| 30D | +5.6% | +19.5% | -13.9% | +2.9% |
| 3M | -11.7% | +27.9% | -39.6% | -14.8% |
| 6M | +12.3% | +21.2% | -8.8% | +8.9% |
| YTD | +8.2% | +39.6% | -31.4% | +2.5% |
| 1Y | +12.6% | +31.3% | -18.7% | +7.4% |
| 3Y | +152.8% | +51.9% | +100.9% | +133.3% |
| 5Y | +140.2% | +110.2% | +30.0% | +104.8% |
| 10Y | +273.8% | +56.7% | +217.1% | +149.2% |
| All | +273.8% | +63.1% | +210.7% | +149.2% |
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