+140.3%
RBRK vs ACWI
+56.8%
+83.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +1.6% |
| 7D | -3.5% | -1.9% | -1.6% | -0.1% |
| 30D | -8.3% | -1.3% | -7.0% | -5.9% |
| 3M | +24.7% | +5.0% | +19.7% | +14.3% |
| 6M | +58.9% | +11.7% | +47.2% | +28.8% |
| YTD | +16.3% | +13.0% | +3.3% | -8.2% |
| 1Y | +10.1% | +19.2% | -9.1% | -21.8% |
| All | +140.3% | +56.8% | +83.5% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling