-1.9%
HD vs RKT
-7.0%
+5.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.7% |
| 7D | +3.6% | +10.3% | -6.7% | +1.0% |
| 30D | +21.6% | +32.3% | -10.8% | +13.0% |
| 3M | +0.1% | +10.7% | -10.6% | -3.1% |
| 6M | +13.0% | -3.2% | +16.2% | +11.4% |
| YTD | +4.9% | -21.5% | +26.5% | +4.5% |
| All | -1.9% | -7.0% | +5.1% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling