+11.2%
RBRK vs UUUU
+3.5%
+7.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.0% | +2.4% | -2.0% |
| 7D | -7.5% | -10.5% | +3.0% | -6.4% |
| 30D | -10.4% | -10.5% | +0.1% | -9.3% |
| 3M | +21.3% | -14.1% | +35.4% | +22.7% |
| 6M | +50.6% | -35.5% | +86.1% | +54.6% |
| YTD | +13.3% | -10.9% | +24.2% | +16.2% |
| 1Y | +11.2% | +3.4% | +7.9% | +1.8% |
| All | +11.2% | +3.5% | +7.7% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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