+140.1%
RBRK vs HTZ
-60.0%
+200.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.3% | +2.2% | -2.8% |
| 7D | +1.9% | -10.4% | +12.3% | +2.3% |
| 30D | -9.3% | -2.4% | -6.9% | -9.7% |
| 3M | +23.8% | -60.9% | +84.7% | +28.1% |
| 6M | +55.4% | -50.2% | +105.6% | +57.0% |
| YTD | +16.1% | -59.7% | +75.9% | +18.8% |
| 1Y | -9.8% | -66.0% | +56.2% | -7.1% |
| All | +140.1% | -60.0% | +200.0% | +130.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling