+140.1%
RBRK vs SUI
+7.8%
+132.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -3.0% |
| 7D | +1.9% | -4.3% | +6.2% | +2.0% |
| 30D | -9.3% | -2.1% | -7.2% | -9.4% |
| 3M | +23.8% | -6.1% | +29.9% | +23.8% |
| 6M | +55.4% | -12.8% | +68.1% | +56.7% |
| YTD | +16.1% | -4.6% | +20.8% | +15.8% |
| 1Y | -9.8% | -7.7% | -2.1% | -9.6% |
| All | +140.1% | +7.8% | +132.2% | +124.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling