+11.2%
RBRK vs SUI
-8.0%
+19.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.7% |
| 7D | -7.5% | -4.2% | -3.3% | -8.7% |
| 30D | -10.4% | -3.3% | -7.2% | -11.6% |
| 3M | +21.3% | -8.2% | +29.5% | +18.0% |
| 6M | +50.6% | -14.5% | +65.1% | +47.4% |
| YTD | +13.3% | -5.9% | +19.2% | +11.3% |
| 1Y | +11.2% | -9.7% | +21.0% | +10.4% |
| All | +11.2% | -8.0% | +19.2% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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