-26.6%
RKT vs HAL
+74.7%
-101.3%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.2% |
| 7D | +2.1% | +2.9% | -0.8% | +2.4% |
| 30D | +1.4% | +17.0% | -15.6% | +3.3% |
| 3M | +6.3% | -9.7% | +15.9% | +8.0% |
| 6M | -15.5% | +8.6% | -24.1% | -16.7% |
| YTD | -27.4% | +33.0% | -60.4% | -30.5% |
| 1Y | -26.6% | +68.3% | -94.9% | -30.3% |
| All | -26.6% | +74.7% | -101.3% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling