+146.5%
ASX vs RBRK
+62.9%
+83.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.1% | -6.1% | -4.2% |
| 7D | -14.6% | -12.5% | -2.1% | -13.1% |
| 30D | -21.1% | -3.0% | -18.1% | -20.6% |
| 3M | -3.1% | +46.9% | -50.0% | -6.9% |
| 6M | +17.4% | +105.4% | -88.0% | +7.8% |
| YTD | +135.3% | +55.6% | +79.7% | +122.6% |
| 1Y | +146.5% | +63.9% | +82.6% | +134.9% |
| All | +146.5% | +62.9% | +83.6% | +134.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBRK.
Daily Out/Under-Performance
Portfolio return minus RBRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBRK 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 1y: compounded portfolio wealth divided by compounded RBRK 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…
1y analysis · Full analysis span regression · 6 months rolling