+96.9%
RBRK vs SUNB
+5.8%
+91.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -5.7% | -5.4% | -11.4% |
| 7D | -20.9% | -9.7% | -11.2% | -21.4% |
| 30D | -15.9% | -3.1% | -12.9% | -16.0% |
| 3M | +24.7% | -4.3% | +29.0% | +24.5% |
| 6M | +85.1% | +3.1% | +82.0% | +87.5% |
| All | +96.9% | +5.8% | +91.1% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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