+322.2%
ASX vs RBRK
+137.4%
+184.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +6.5% |
| 7D | +6.3% | +3.7% | +2.7% | +5.6% |
| 30D | +6.4% | +1.7% | +4.7% | +5.6% |
| 3M | +13.1% | +27.7% | -14.6% | +7.3% |
| 6M | +90.3% | +60.3% | +30.0% | +71.2% |
| YTD | +149.6% | +19.8% | +129.8% | +136.5% |
| 1Y | +249.2% | -4.2% | +253.3% | +242.2% |
| All | +322.2% | +137.4% | +184.8% | +231.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling