+140.3%
RBRK vs SUI
+6.8%
+133.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.1% |
| 7D | -3.5% | -4.1% | +0.6% | -3.4% |
| 30D | -8.3% | -3.2% | -5.1% | -8.4% |
| 3M | +24.7% | -8.4% | +33.1% | +24.8% |
| 6M | +58.9% | -14.4% | +73.3% | +60.5% |
| YTD | +16.3% | -5.5% | +21.8% | +15.9% |
| 1Y | +10.1% | -7.3% | +17.5% | +10.1% |
| All | +140.3% | +6.8% | +133.5% | +125.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling