+8.2%
RBRK vs HSY
-3.5%
+11.8%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.3% |
| 7D | +0.7% | -3.3% | +4.0% | -0.5% |
| 30D | +10.4% | -2.8% | +13.3% | +9.4% |
| 3M | +21.6% | -4.5% | +26.1% | +19.2% |
| 6M | +70.7% | -24.2% | +94.9% | +53.7% |
| YTD | +22.5% | -2.7% | +25.2% | +20.6% |
| 1Y | +8.2% | -3.7% | +12.0% | +8.7% |
| All | +8.2% | -3.5% | +11.8% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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