+63.9%
RBRK vs HAS
+66.3%
-2.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -0.9% | +2.4% |
| 7D | -12.5% | +2.4% | -15.0% | -12.3% |
| 30D | -3.0% | +31.6% | -34.6% | +0.3% |
| 3M | +46.9% | +33.9% | +13.1% | +52.1% |
| 6M | +105.4% | +31.4% | +74.0% | +116.3% |
| YTD | +55.6% | +51.6% | +3.9% | +69.4% |
| 1Y | +63.9% | +65.2% | -1.3% | +75.8% |
| All | +63.9% | +66.3% | -2.4% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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