+134.2%
RBRK vs AHR
+323.5%
-189.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -2.4% |
| 7D | -7.5% | -2.1% | -5.4% | -7.1% |
| 30D | -10.4% | +1.9% | -12.3% | -10.9% |
| 3M | +21.3% | +15.7% | +5.6% | +17.1% |
| 6M | +50.6% | +2.5% | +48.1% | +49.6% |
| YTD | +13.3% | +15.0% | -1.7% | +7.9% |
| 1Y | +11.2% | +28.1% | -16.9% | +1.4% |
| All | +134.2% | +323.5% | -189.3% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling