+68.3%
HAL vs RBRK
+6.4%
+61.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.6% |
| 7D | +2.9% | +0.7% | +2.3% | +3.0% |
| 30D | +17.0% | +10.4% | +6.6% | +17.1% |
| 3M | -9.7% | +21.6% | -31.3% | -9.5% |
| 6M | +8.6% | +70.7% | -62.1% | +8.7% |
| YTD | +33.0% | +22.5% | +10.5% | +31.7% |
| 1Y | +68.3% | +8.2% | +60.1% | +64.9% |
| All | +68.3% | +6.4% | +61.9% | +64.9% |
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