+309.8%
BE vs RBRK
+5.6%
+304.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.5% | +9.2% | +7.0% |
| 7D | +9.0% | -7.5% | +16.5% | +10.0% |
| 30D | +16.3% | -10.4% | +26.7% | +17.5% |
| 3M | +10.8% | +21.3% | -10.5% | +7.9% |
| 6M | +73.2% | +50.6% | +22.6% | +63.0% |
| YTD | +217.4% | +13.3% | +204.1% | +213.7% |
| 1Y | +309.8% | +11.2% | +298.5% | +314.4% |
| All | +309.8% | +5.6% | +304.2% | +314.4% |
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 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