+63.9%
RBRK vs VICR
+76.0%
-12.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -11.1% | +13.3% | +2.9% |
| 7D | -12.5% | -26.6% | +14.1% | -10.7% |
| 30D | -3.0% | -47.9% | +44.9% | +0.3% |
| 3M | +46.9% | -29.8% | +76.7% | +49.6% |
| 6M | +105.4% | -36.6% | +142.0% | +106.4% |
| YTD | +55.6% | +45.1% | +10.4% | +33.1% |
| 1Y | +63.9% | +80.0% | -16.1% | +27.3% |
| All | +63.9% | +76.0% | -12.1% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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