+52.0%
HD vs RKT
-4.5%
+56.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | 0.0% |
| 7D | +5.2% | +4.6% | +0.6% | +4.5% |
| 30D | +20.7% | +25.9% | -5.1% | +16.7% |
| 3M | +0.8% | +5.0% | -4.2% | -0.2% |
| 6M | +12.2% | -7.9% | +20.1% | +12.7% |
| YTD | +4.2% | -25.4% | +29.6% | +6.7% |
| 1Y | -2.6% | -15.4% | +12.8% | -2.0% |
| 3Y | +30.0% | +83.3% | -53.3% | +15.8% |
| 5Y | +8.1% | -0.8% | +8.9% | -3.0% |
| All | +52.0% | -4.5% | +56.4% | +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