+289.9%
WAB vs RRC
+4.5%
+285.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +0.2% | -1.7% | +2.0% | +0.5% |
| 30D | -4.6% | +3.6% | -8.2% | -5.2% |
| 3M | +5.6% | +8.8% | -3.2% | +3.8% |
| 6M | +13.8% | +0.8% | +13.0% | +13.0% |
| YTD | +31.9% | +19.0% | +12.9% | +26.7% |
| 1Y | +48.3% | +22.9% | +25.3% | +41.1% |
| 3Y | +167.1% | +32.3% | +134.8% | +147.8% |
| 5Y | +222.9% | +151.6% | +71.3% | +155.6% |
| 10Y | +289.9% | +5.5% | +284.4% | +203.2% |
| All | +289.9% | +4.5% | +285.4% | +203.2% |
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