+11.2%
RBRK vs DLTR
+19.1%
-7.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.5% |
| 7D | -7.5% | -10.1% | +2.6% | -5.5% |
| 30D | -10.4% | -8.1% | -2.3% | -9.1% |
| 3M | +21.3% | +2.9% | +18.4% | +18.7% |
| 6M | +50.6% | +4.3% | +46.3% | +44.5% |
| YTD | +13.3% | -3.9% | +17.2% | +10.4% |
| 1Y | +11.2% | +18.9% | -7.6% | +4.0% |
| All | +11.2% | +19.1% | -7.8% | +4.0% |
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