+112.8%
HL vs RKT
-7.1%
+119.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -11.1% | -9.0% | -2.2% | -8.7% |
| 30D | -12.1% | +30.2% | -42.3% | -18.3% |
| 3M | -26.1% | -8.8% | -17.3% | -24.4% |
| 6M | -37.7% | -0.9% | -36.8% | -38.1% |
| YTD | -31.7% | -29.2% | -2.5% | -26.5% |
| 1Y | -11.6% | -20.1% | +8.4% | -7.4% |
| 3Y | +249.6% | +81.3% | +168.3% | +163.5% |
| All | +112.8% | -7.1% | +119.9% | +76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling