-7.2%
RKT vs HAL
+101.7%
-108.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.7% |
| 7D | +6.0% | +0.5% | +5.5% | +5.9% |
| 30D | +0.7% | +15.9% | -15.3% | -1.3% |
| 3M | +11.8% | -8.7% | +20.5% | +13.1% |
| 6M | -7.6% | +9.0% | -16.7% | -9.7% |
| YTD | -28.7% | +32.0% | -60.7% | -32.7% |
| 1Y | -32.6% | +72.5% | -105.0% | -39.3% |
| 3Y | +42.1% | -4.5% | +46.6% | +41.1% |
| 5Y | -7.2% | +109.7% | -116.8% | -26.8% |
| All | -7.2% | +101.7% | -108.8% | -26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling