+46.2%
RBRK vs HRB
+15.1%
+31.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.8% | -10.3% | -10.9% |
| 7D | -20.9% | +10.7% | -31.6% | -22.9% |
| 30D | -15.9% | +29.0% | -45.0% | -21.8% |
| 3M | +24.7% | +21.0% | +3.7% | +17.1% |
| 6M | +85.1% | +86.9% | -1.9% | +45.9% |
| YTD | +38.3% | +30.5% | +7.7% | +8.8% |
| 1Y | +46.2% | +13.6% | +32.6% | +15.2% |
| All | +46.2% | +15.1% | +31.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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