+224.7%
HPE vs RKT
+75.2%
+149.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | +7.9% | -9.0% | +16.8% | +8.6% |
| 30D | -23.5% | +30.2% | -53.7% | -25.4% |
| 3M | -19.1% | -8.8% | -10.2% | -18.5% |
| 6M | +51.4% | -0.9% | +52.3% | +50.4% |
| YTD | +103.4% | -29.2% | +132.6% | +107.3% |
| 1Y | +114.4% | -20.1% | +134.5% | +116.2% |
| 3Y | +224.7% | +81.3% | +143.3% | +182.0% |
| All | +224.7% | +75.2% | +149.5% | +182.0% |
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 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