-20.1%
RKT vs HDB
-29.0%
+9.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -9.0% | +2.7% | -11.7% | -10.3% |
| 30D | +30.2% | +14.1% | +16.1% | +21.4% |
| 3M | -8.8% | +11.8% | -20.7% | -14.2% |
| 6M | -0.9% | +8.2% | -9.1% | -5.7% |
| YTD | -29.2% | -29.3% | +0.1% | -34.5% |
| 1Y | -20.1% | -28.8% | +8.7% | -26.3% |
| All | -20.1% | -29.0% | +9.0% | -26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling