+140.1%
RBRK vs HAS
+50.5%
+89.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.8% |
| 7D | +1.9% | -4.8% | +6.7% | +2.7% |
| 30D | -9.3% | -5.1% | -4.1% | -8.5% |
| 3M | +23.8% | +6.4% | +17.4% | +21.8% |
| 6M | +55.4% | -5.6% | +61.0% | +56.6% |
| YTD | +16.1% | +11.0% | +5.2% | +11.4% |
| 1Y | -9.8% | +16.8% | -26.6% | -15.1% |
| All | +140.1% | +50.5% | +89.6% | +100.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling