+250.7%
HOOD vs RKT
-9.9%
+260.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.6% |
| 7D | +17.1% | +2.1% | +15.0% | +16.3% |
| 30D | +31.6% | +1.4% | +30.1% | +31.0% |
| 3M | +38.2% | +6.3% | +32.0% | +33.0% |
| 6M | +48.5% | -15.5% | +64.0% | +56.4% |
| YTD | +8.0% | -27.4% | +35.3% | +19.1% |
| 1Y | +18.7% | -26.6% | +45.2% | +28.9% |
| 3Y | +999.1% | +41.2% | +957.9% | +634.9% |
| 5Y | +181.7% | -6.4% | +188.1% | +134.9% |
| All | +250.7% | -9.9% | +260.6% | +196.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling