+8.2%
RBRK vs IBB
+51.5%
-43.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +2.1% |
| 7D | +0.7% | +1.4% | -0.8% | -0.2% |
| 30D | +10.4% | +10.5% | 0.0% | +4.3% |
| 3M | +21.6% | +23.6% | -2.0% | +8.0% |
| 6M | +70.7% | +22.6% | +48.1% | +51.2% |
| YTD | +22.5% | +25.7% | -3.2% | +6.0% |
| 1Y | +8.2% | +51.4% | -43.2% | -27.0% |
| All | +8.2% | +51.5% | -43.2% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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