+25.0%
HL vs RKT
-9.4%
+34.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +8.7% | +4.5% | +9.3% |
| 7D | +0.2% | +29.7% | -29.5% | -11.0% |
| 30D | -12.1% | +28.5% | -40.6% | -21.9% |
| 3M | -2.8% | +6.4% | -9.2% | -5.9% |
| 6M | -14.9% | +7.1% | -22.1% | -20.1% |
| YTD | -22.0% | -22.5% | +0.4% | -12.9% |
| 1Y | +25.0% | -10.4% | +35.5% | +33.0% |
| All | +25.0% | -9.4% | +34.4% | +33.0% |
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