+140.3%
RBRK vs NIO
-11.6%
+151.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.2% | +3.3% | +0.5% |
| 7D | -3.5% | -7.3% | +3.7% | -2.6% |
| 30D | -8.3% | -22.5% | +14.2% | -5.5% |
| 3M | +24.7% | -30.9% | +55.6% | +30.1% |
| 6M | +58.9% | -37.2% | +96.1% | +66.6% |
| YTD | +16.3% | -29.8% | +46.1% | +19.8% |
| 1Y | +10.1% | -37.4% | +47.6% | +15.0% |
| All | +140.3% | -11.6% | +151.9% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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