+5.0%
QQQI vs RBRK
+46.9%
-41.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -4.2% | -14.8% | +10.6% | -2.8% |
| 30D | -11.6% | -14.5% | +3.0% | -10.3% |
| 3M | -6.4% | +25.0% | -31.4% | -8.1% |
| 6M | -4.7% | +83.0% | -87.7% | -9.8% |
| YTD | +3.3% | +38.3% | -34.9% | -0.7% |
| 1Y | +5.0% | +47.8% | -42.8% | +0.4% |
| All | +5.0% | +46.9% | -41.8% | +0.4% |
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