+140.3%
RBRK vs ROIV
+279.8%
-139.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.9% |
| 7D | -3.5% | +19.0% | -22.5% | -11.0% |
| 30D | -8.3% | +16.1% | -24.4% | -14.0% |
| 3M | +24.7% | +44.1% | -19.4% | +6.6% |
| 6M | +58.9% | +37.8% | +21.1% | +37.5% |
| YTD | +16.3% | +88.7% | -72.4% | -13.4% |
| 1Y | +10.1% | +197.3% | -187.2% | -38.8% |
| All | +140.3% | +279.8% | -139.5% | +9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling