+8.2%
RBRK vs UDR
-1.4%
+9.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.6% | +1.7% |
| 7D | +0.7% | -2.0% | +2.7% | +0.9% |
| 30D | +10.4% | -5.2% | +15.6% | +11.0% |
| 3M | +21.6% | -5.8% | +27.4% | +22.6% |
| 6M | +70.7% | -1.7% | +72.4% | +70.4% |
| YTD | +22.5% | +2.4% | +20.1% | +21.2% |
| 1Y | +8.2% | -2.1% | +10.3% | +18.1% |
| All | +8.2% | -1.4% | +9.6% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UDR.
Daily Out/Under-Performance
Portfolio return minus UDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UDR 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 UDR 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