+63.9%
RBRK vs RMD
-1.9%
+65.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.9% | -3.8% | +1.2% |
| 7D | -12.5% | -3.9% | -8.6% | -11.8% |
| 30D | -3.0% | +7.9% | -10.9% | -3.4% |
| 3M | +46.9% | +8.1% | +38.8% | +45.8% |
| 6M | +105.4% | +15.5% | +89.9% | +107.5% |
| YTD | +55.6% | +0.7% | +54.9% | +56.8% |
| 1Y | +63.9% | -1.4% | +65.3% | +69.4% |
| All | +63.9% | -1.9% | +65.8% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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