+63.9%
RBRK vs ROIV
+97.8%
-33.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.1% | -3.9% | +0.5% |
| 7D | -12.5% | +3.0% | -15.5% | -13.2% |
| 30D | -3.0% | +6.8% | -9.9% | -4.8% |
| 3M | +46.9% | +10.5% | +36.4% | +42.5% |
| 6M | +105.4% | +34.8% | +70.6% | +88.7% |
| YTD | +55.6% | +76.2% | -20.6% | +34.8% |
| 1Y | +63.9% | +92.4% | -28.5% | +40.3% |
| All | +63.9% | +97.8% | -33.9% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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