+743.7%
HOOD vs RKT
+85.3%
+658.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.8% |
| 7D | -4.8% | +17.7% | -22.5% | -9.2% |
| 30D | -26.1% | +31.6% | -57.8% | -32.1% |
| 3M | -10.8% | +13.9% | -24.7% | -14.4% |
| 6M | +2.4% | +2.8% | -0.4% | -0.1% |
| YTD | -28.5% | -22.2% | -6.3% | -25.5% |
| 1Y | -36.3% | -3.5% | -32.8% | -37.1% |
| 3Y | +743.7% | +95.3% | +648.4% | +531.4% |
| All | +743.7% | +85.3% | +658.4% | +531.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling