+0.8%
RKT vs HAL
+52.6%
-51.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.4% | -0.5% |
| 7D | -3.8% | -0.2% | -3.6% | -3.8% |
| 30D | +32.8% | +1.0% | +31.8% | +32.4% |
| 3M | +0.8% | -2.1% | +3.0% | +0.8% |
| 6M | -2.6% | -17.5% | +14.8% | -0.6% |
| YTD | -25.4% | +18.1% | -43.5% | -28.8% |
| 1Y | -19.1% | +19.7% | -38.8% | -23.0% |
| 3Y | +83.2% | -7.9% | +91.1% | +81.7% |
| 5Y | +0.8% | +53.1% | -52.2% | -20.8% |
| All | +0.8% | +52.6% | -51.8% | -20.8% |
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