+8.2%
RBRK vs RMD
-14.6%
+22.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.0% | +1.7% |
| 7D | +0.7% | -5.0% | +5.7% | +1.4% |
| 30D | +10.4% | +2.2% | +8.2% | +9.7% |
| 3M | +21.6% | +17.8% | +3.8% | +19.3% |
| 6M | +70.7% | -11.3% | +82.0% | +86.3% |
| YTD | +22.5% | -4.4% | +26.9% | +24.0% |
| 1Y | +8.2% | -15.7% | +23.9% | +29.3% |
| All | +8.2% | -14.6% | +22.9% | +29.3% |
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