-16.0%
RKT vs HAS
+96.8%
-112.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | 0.0% |
| 7D | +10.3% | +2.2% | +8.1% | +9.2% |
| 30D | +32.3% | +29.6% | +2.7% | +15.2% |
| 3M | +10.7% | +30.3% | -19.6% | -3.9% |
| 6M | -3.2% | +25.6% | -28.8% | -15.1% |
| YTD | -21.5% | +50.8% | -72.4% | -37.6% |
| 1Y | -6.0% | +63.0% | -69.0% | -28.0% |
| 3Y | +104.2% | +211.6% | -107.4% | +8.9% |
| 5Y | +2.5% | +50.4% | -47.9% | -22.7% |
| All | -16.0% | +96.8% | -112.7% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling