+269.4%
HPE vs RKT
+37.5%
+231.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.8% | +7.9% | +5.4% |
| 7D | +13.6% | -1.0% | +14.6% | +13.7% |
| 30D | +7.7% | -2.4% | +10.1% | +7.9% |
| 3M | +22.4% | +1.9% | +20.5% | +21.4% |
| 6M | +172.6% | -13.9% | +186.5% | +174.3% |
| YTD | +147.5% | -30.6% | +178.1% | +153.7% |
| 1Y | +151.8% | -34.4% | +186.1% | +158.5% |
| All | +269.4% | +37.5% | +231.9% | +231.9% |
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 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