+322.9%
ASX vs RBRK
+130.3%
+192.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | +6.5% | -3.5% | +10.0% | +7.1% |
| 30D | +3.1% | -8.3% | +11.4% | +4.3% |
| 3M | +17.4% | +24.7% | -7.3% | +11.8% |
| 6M | +85.4% | +58.9% | +26.5% | +67.0% |
| YTD | +150.1% | +16.3% | +133.8% | +138.1% |
| 1Y | +256.3% | +10.1% | +246.1% | +241.0% |
| All | +322.9% | +130.3% | +192.6% | +233.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling