+169.3%
RTX vs RRC
+156.2%
+13.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -5.2% | +1.3% | -6.5% | -5.3% |
| 30D | -9.4% | +10.1% | -19.5% | -10.5% |
| 3M | +12.3% | +4.0% | +8.3% | +11.6% |
| 6M | -3.1% | +1.6% | -4.7% | -3.7% |
| YTD | +10.7% | +19.7% | -9.0% | +7.4% |
| 1Y | +28.4% | +21.4% | +7.0% | +24.0% |
| 3Y | +147.1% | +29.7% | +117.4% | +133.6% |
| All | +169.3% | +156.2% | +13.1% | +121.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling