+56.5%
QQQI vs RBRK
+124.5%
-68.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.2% |
| 7D | -0.3% | -7.5% | +7.1% | +0.6% |
| 30D | -0.3% | -10.4% | +10.1% | +0.8% |
| 3M | +1.3% | +21.3% | -19.9% | -2.0% |
| 6M | +11.5% | +50.6% | -39.2% | +3.9% |
| YTD | +11.3% | +13.3% | -2.0% | +7.6% |
| 1Y | +16.9% | +11.2% | +5.6% | +12.6% |
| All | +56.5% | +124.5% | -68.0% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling