+89.2%
RBKB price history and return analytics
+13.3%
+76.0%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | +1.8% | -0.7% | +2.5% | +1.8% |
| 30D | +3.0% | -1.7% | +4.8% | +3.1% |
| 3M | +6.3% | -2.3% | +8.6% | +6.3% |
| 6M | +15.3% | +1.5% | +13.8% | +15.3% |
| YTD | +54.1% | +12.0% | +42.1% | +55.6% |
| 1Y | +89.2% | +12.9% | +76.3% | +91.1% |
| All | +89.2% | +13.3% | +76.0% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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