+39.4%
RKT vs BHP
+81.6%
-42.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.0% | -2.9% |
| 7D | -1.0% | +0.9% | -1.9% | -1.5% |
| 30D | -2.4% | +4.0% | -6.4% | -4.6% |
| 3M | +1.9% | +11.3% | -9.4% | -4.5% |
| 6M | -13.9% | +29.3% | -43.2% | -25.8% |
| YTD | -30.6% | +59.2% | -89.8% | -46.4% |
| 1Y | -34.4% | +80.8% | -115.2% | -52.8% |
| All | +39.4% | +81.6% | -42.2% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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