+140.1%
RBRK vs ACWI
+58.2%
+81.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.0% |
| 7D | +1.9% | 0.0% | +1.9% | +2.0% |
| 30D | -9.3% | -0.6% | -8.7% | -8.1% |
| 3M | +23.8% | +4.3% | +19.5% | +15.0% |
| 6M | +55.4% | +12.7% | +42.7% | +24.0% |
| YTD | +16.1% | +13.9% | +2.2% | -9.6% |
| 1Y | -9.8% | +20.5% | -30.3% | -37.2% |
| All | +140.1% | +58.2% | +81.9% | -2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling