+39.4%
RKT vs HBM
+506.5%
-467.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.1% | -2.6% |
| 7D | -1.0% | +5.5% | -6.5% | -2.6% |
| 30D | -2.4% | +3.3% | -5.7% | -3.7% |
| 3M | +1.9% | +12.7% | -10.8% | -3.2% |
| 6M | -13.9% | +28.2% | -42.1% | -22.3% |
| YTD | -30.6% | +45.3% | -75.9% | -39.3% |
| 1Y | -34.4% | +121.7% | -156.1% | -49.4% |
| All | +39.4% | +506.5% | -467.1% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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