+53.0%
HD vs RKT
+0.4%
+52.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.8% |
| 7D | +3.6% | +10.3% | -6.7% | +2.1% |
| 30D | +21.6% | +32.3% | -10.8% | +16.6% |
| 3M | +0.1% | +10.7% | -10.6% | -1.6% |
| 6M | +13.0% | -3.2% | +16.2% | +12.7% |
| YTD | +4.9% | -21.5% | +26.5% | +6.7% |
| 1Y | -2.1% | -6.0% | +3.9% | -2.9% |
| 3Y | +32.6% | +104.2% | -71.6% | +16.5% |
| 5Y | +8.2% | +2.5% | +5.7% | -3.5% |
| All | +53.0% | +0.4% | +52.6% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling