+59.2%
LUV vs RBRK
+62.9%
-3.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.1% | +4.7% | +6.8% |
| 7D | +6.8% | -12.5% | +19.3% | +7.3% |
| 30D | +10.9% | -3.0% | +13.9% | +11.0% |
| 3M | -4.2% | +46.9% | -51.2% | -5.4% |
| 6M | +22.1% | +105.4% | -83.3% | +18.7% |
| YTD | +13.8% | +55.6% | -41.8% | +13.7% |
| 1Y | +59.2% | +63.9% | -4.7% | +55.5% |
| All | +59.2% | +62.9% | -3.6% | +55.5% |
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