-7.4%
RKT vs HBM
-14.0%
+6.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.5% | -3.6% | -4.9% |
| 7D | -7.5% | +5.1% | -12.5% | -7.9% |
| 30D | +26.6% | -15.8% | +42.4% | +28.9% |
| 3M | -2.4% | -22.4% | +20.0% | +0.6% |
| 6M | -7.4% | -20.2% | +12.9% | -5.7% |
| All | -7.4% | -14.0% | +6.6% | -5.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling