+11.2%
RBRK vs IWD
+28.9%
-17.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -3.2% |
| 7D | -7.5% | -0.8% | -6.7% | -6.9% |
| 30D | -10.4% | -0.8% | -9.6% | -9.9% |
| 3M | +21.3% | +6.9% | +14.3% | +15.6% |
| 6M | +50.6% | +18.3% | +32.4% | +27.8% |
| YTD | +13.3% | +22.4% | -9.1% | -8.1% |
| 1Y | +11.2% | +27.4% | -16.2% | -13.1% |
| All | +11.2% | +28.9% | -17.7% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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