+152.8%
RTX vs RRC
+51.7%
+101.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.6% |
| 7D | -3.2% | -10.3% | +7.1% | -2.3% |
| 30D | +5.6% | +19.5% | -13.9% | +3.9% |
| 3M | -11.7% | +27.9% | -39.6% | -13.6% |
| 6M | +12.3% | +21.2% | -8.8% | +10.2% |
| YTD | +8.2% | +39.6% | -31.4% | +3.8% |
| 1Y | +12.6% | +31.3% | -18.7% | +8.8% |
| 3Y | +152.8% | +51.9% | +100.9% | +137.9% |
| All | +152.8% | +51.7% | +101.1% | +137.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling