+81.3%
RKT vs HAS
+212.5%
-131.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.4% |
| 7D | -9.0% | +1.4% | -10.3% | -9.7% |
| 30D | +30.2% | +26.3% | +3.9% | +14.1% |
| 3M | -8.8% | +25.6% | -34.4% | -20.0% |
| 6M | -0.9% | +30.3% | -31.2% | -15.8% |
| YTD | -29.2% | +50.4% | -79.5% | -44.5% |
| 1Y | -20.1% | +57.7% | -77.8% | -38.9% |
| 3Y | +81.3% | +213.4% | -132.1% | -22.7% |
| All | +81.3% | +212.5% | -131.2% | -22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling