-22.2%
RKT vs HAS
+50.6%
-72.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | +2.1% | -1.8% | +3.9% | +3.1% |
| 30D | +1.4% | +2.3% | -0.8% | +0.3% |
| 3M | +6.3% | +10.4% | -4.1% | +0.7% |
| 6M | -15.5% | -3.2% | -12.2% | -14.6% |
| YTD | -27.4% | +15.4% | -42.8% | -33.3% |
| 1Y | -26.6% | +18.8% | -45.4% | -33.6% |
| 3Y | +41.2% | +43.9% | -2.7% | +11.4% |
| 5Y | -6.4% | +13.9% | -20.3% | -18.3% |
| All | -22.2% | +50.6% | -72.8% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling