+134.2%
RBRK vs ROIV
+278.7%
-144.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | -7.5% | +16.9% | -24.4% | -14.0% |
| 30D | -10.4% | +12.9% | -23.3% | -15.0% |
| 3M | +21.3% | +37.3% | -16.0% | +5.9% |
| 6M | +50.6% | +38.0% | +12.6% | +30.3% |
| YTD | +13.3% | +88.1% | -74.8% | -15.5% |
| 1Y | +11.2% | +183.3% | -172.0% | -36.1% |
| All | +134.2% | +278.7% | -144.5% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling