+140.3%
RBRK vs HTZ
-60.3%
+200.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.1% |
| 7D | -3.5% | -9.7% | +6.2% | -3.1% |
| 30D | -8.3% | -16.3% | +8.1% | -7.9% |
| 3M | +24.7% | -58.8% | +83.5% | +28.6% |
| 6M | +58.9% | -48.9% | +107.8% | +60.2% |
| YTD | +16.3% | -60.1% | +76.4% | +19.0% |
| 1Y | +10.1% | -65.0% | +75.1% | +13.1% |
| All | +140.3% | -60.3% | +200.6% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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