-26.6%
RKT vs HON
+1.2%
-27.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.7% |
| 7D | +2.1% | -3.6% | +5.7% | +4.2% |
| 30D | +1.4% | -15.3% | +16.7% | +11.5% |
| 3M | +6.3% | -7.9% | +14.2% | +9.2% |
| 6M | -15.5% | -18.1% | +2.6% | -6.2% |
| YTD | -27.4% | +3.8% | -31.2% | -27.6% |
| 1Y | -26.6% | +0.5% | -27.1% | -28.5% |
| All | -26.6% | +1.2% | -27.7% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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