-25.7%
RKT vs HDB
+2.1%
-27.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -1.9% |
| 7D | -1.0% | -4.9% | +3.9% | +1.5% |
| 30D | -2.4% | -5.8% | +3.4% | +0.4% |
| 3M | +1.9% | -5.2% | +7.1% | +4.2% |
| 6M | -13.9% | -25.7% | +11.9% | -1.1% |
| YTD | -30.6% | -39.6% | +8.9% | -12.7% |
| 1Y | -34.4% | -36.9% | +2.6% | -19.4% |
| 3Y | +38.2% | -29.7% | +67.9% | +56.5% |
| 5Y | -9.7% | -37.8% | +28.1% | +6.2% |
| All | -25.7% | +2.1% | -27.8% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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