+46.2%
RBRK vs DLTR
+35.0%
+11.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -6.2% | -5.0% | -10.0% |
| 7D | -20.9% | +4.5% | -25.3% | -21.2% |
| 30D | -15.9% | +18.7% | -34.7% | -18.5% |
| 3M | +24.7% | +7.1% | +17.5% | +23.1% |
| 6M | +85.1% | +47.2% | +37.9% | +62.7% |
| YTD | +38.3% | +12.1% | +26.1% | +30.1% |
| 1Y | +46.2% | +31.5% | +14.7% | +24.2% |
| All | +46.2% | +35.0% | +11.1% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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