+134.2%
RBRK vs EQH
+49.5%
+84.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -3.4% |
| 7D | -7.5% | +0.7% | -8.2% | -7.9% |
| 30D | -10.4% | +2.8% | -13.3% | -11.9% |
| 3M | +21.3% | +23.1% | -1.8% | +6.7% |
| 6M | +50.6% | +41.4% | +9.2% | +20.4% |
| YTD | +13.3% | +14.3% | -1.0% | +3.1% |
| 1Y | +11.2% | +1.6% | +9.6% | +8.6% |
| All | +134.2% | +49.5% | +84.6% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 10y: compounded portfolio wealth divided by compounded EQH 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…
10y analysis · Full analysis span regression · 6 months rolling