+7.4%
DHR vs RBRK
+46.1%
-38.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -11.1% | +7.5% | -2.7% |
| 7D | -4.5% | -20.9% | +16.4% | -2.7% |
| 30D | +5.0% | -15.9% | +20.9% | +6.3% |
| 3M | +13.6% | +24.7% | -11.1% | +11.7% |
| 6M | +30.1% | +85.1% | -55.0% | +24.2% |
| YTD | -0.5% | +38.3% | -38.8% | -5.7% |
| 1Y | +7.4% | +46.2% | -38.7% | +2.3% |
| All | +7.4% | +46.1% | -38.6% | +2.3% |
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