+46.2%
RBRK vs AHR
+23.7%
+22.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.6% | -10.5% | -11.2% |
| 7D | -20.9% | +5.9% | -26.7% | -20.3% |
| 30D | -15.9% | +11.0% | -26.9% | -14.9% |
| 3M | +24.7% | +1.5% | +23.2% | +25.1% |
| 6M | +85.1% | +13.9% | +71.2% | +88.3% |
| YTD | +38.3% | +20.9% | +17.4% | +40.3% |
| 1Y | +46.2% | +21.4% | +24.7% | +48.7% |
| All | +46.2% | +23.7% | +22.5% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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