+11.2%
RBRK vs BUD
+34.7%
-23.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.3% | -2.2% |
| 7D | -7.5% | -2.6% | -4.9% | -8.6% |
| 30D | -10.4% | -1.2% | -9.2% | -10.9% |
| 3M | +21.3% | -4.9% | +26.2% | +18.5% |
| 6M | +50.6% | +9.3% | +41.4% | +54.8% |
| YTD | +13.3% | +24.0% | -10.7% | +25.5% |
| 1Y | +11.2% | +34.5% | -23.3% | +26.0% |
| All | +11.2% | +34.7% | -23.5% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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