+44.5%
RBRK vs INVH
-0.2%
+44.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.2% |
| 7D | -8.2% | -2.5% | -5.7% | -8.4% |
| 30D | -9.0% | +0.7% | -9.6% | -8.9% |
| 3M | +12.7% | -8.8% | +21.5% | +11.4% |
| 6M | +75.7% | -5.0% | +80.8% | +74.0% |
| YTD | +42.9% | 0.0% | +42.8% | +38.6% |
| 1Y | +44.5% | -1.9% | +46.3% | +40.5% |
| All | +44.5% | -0.2% | +44.7% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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