+10,164.5%
RTX vs RRX
+3,925.9%
+6,238.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | -3.1% | +4.3% | -7.4% | -4.3% |
| 30D | -10.6% | -8.0% | -2.5% | -8.5% |
| 3M | +11.6% | -22.0% | +33.7% | +17.9% |
| 6M | -4.5% | -11.9% | +7.4% | -3.9% |
| YTD | +9.6% | +17.1% | -7.5% | +0.3% |
| 1Y | +30.8% | +14.9% | +15.9% | +19.6% |
| 3Y | +152.8% | +6.9% | +145.9% | +122.2% |
| 5Y | +167.1% | +19.6% | +147.5% | +119.4% |
| 10Y | +275.2% | +215.9% | +59.2% | +125.5% |
| All | +10,164.5% | +3,925.9% | +6,238.6% | +4,030.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RRX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling