-3.0%
RBA vs BRKR
+65.8%
-68.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +12.9% | -10.8% | +1.0% |
| 7D | +12.7% | +2.9% | +9.8% | +12.3% |
| 30D | +15.5% | -0.1% | +15.7% | +15.4% |
| 3M | -14.0% | +26.9% | -41.0% | -16.5% |
| 6M | -8.8% | +75.6% | -84.4% | -19.4% |
| YTD | -6.9% | +35.8% | -42.8% | -13.2% |
| 1Y | -3.0% | +58.6% | -61.6% | -12.6% |
| All | -3.0% | +65.8% | -68.8% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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