+54.6%
RBKB price history and return analytics
+159.0%
-104.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.8% | +0.7% |
| 7D | +1.2% | -4.2% | +5.3% | +2.1% |
| 30D | -1.7% | -5.8% | +4.1% | -0.4% |
| 3M | +6.9% | -5.2% | +12.2% | +8.2% |
| 6M | +12.9% | +0.1% | +12.8% | +12.7% |
| YTD | +51.1% | +8.2% | +42.9% | +47.9% |
| 1Y | +86.3% | +10.1% | +76.1% | +81.5% |
| 3Y | +180.3% | +69.7% | +110.6% | +145.4% |
| 5Y | +68.0% | +53.4% | +14.6% | +51.2% |
| All | +54.6% | +159.0% | -104.4% | +23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling