-27.1%
RKT vs HBAN
+137.0%
-164.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | -6.3% | -1.0% | -5.3% | -5.9% |
| 30D | -6.2% | -5.6% | -0.6% | -4.0% |
| 3M | -1.9% | -1.1% | -0.7% | -1.4% |
| 6M | -13.0% | +9.9% | -22.9% | -15.7% |
| YTD | -31.9% | -0.9% | -31.0% | -31.7% |
| 1Y | -37.6% | -1.4% | -36.2% | -37.3% |
| 3Y | +36.8% | +78.2% | -41.4% | +11.8% |
| 5Y | -9.7% | +37.0% | -46.8% | -22.9% |
| All | -27.1% | +137.0% | -164.1% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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