+11.2%
RBRK vs TECH
+42.2%
-30.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.6% |
| 7D | -7.5% | -0.4% | -7.1% | -7.4% |
| 30D | -10.4% | 0.0% | -10.4% | -10.4% |
| 3M | +21.3% | +33.7% | -12.4% | +14.5% |
| 6M | +50.6% | +34.9% | +15.7% | +40.2% |
| YTD | +13.3% | +23.2% | -9.9% | +7.1% |
| 1Y | +11.2% | +36.3% | -25.1% | +0.2% |
| All | +11.2% | +42.2% | -30.9% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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