+134.2%
RBRK vs USFD
+88.5%
+45.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | -7.5% | -8.4% | +0.9% | -5.2% |
| 30D | -10.4% | -14.1% | +3.6% | -6.7% |
| 3M | +21.3% | +4.5% | +16.8% | +19.6% |
| 6M | +50.6% | +4.4% | +46.3% | +47.8% |
| YTD | +13.3% | +26.6% | -13.3% | -3.5% |
| 1Y | +11.2% | +19.4% | -8.1% | -1.2% |
| All | +134.2% | +88.5% | +45.7% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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