+8.2%
RBRK vs DLTR
+29.2%
-21.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | +0.7% | +2.5% | -1.8% | +0.2% |
| 30D | +10.4% | +2.1% | +8.4% | +9.8% |
| 3M | +21.6% | +20.3% | +1.4% | +15.9% |
| 6M | +70.7% | +11.5% | +59.2% | +62.1% |
| YTD | +22.5% | +6.8% | +15.6% | +16.8% |
| 1Y | +8.2% | +31.1% | -22.9% | -10.0% |
| All | +8.2% | +29.2% | -21.0% | -10.0% |
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