-27.1%
RKT vs HON
+53.8%
-80.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -6.3% | -3.5% | -2.8% | -4.0% |
| 30D | -6.2% | -13.8% | +7.6% | +3.2% |
| 3M | -1.9% | -11.7% | +9.8% | +5.2% |
| 6M | -13.0% | -18.7% | +5.7% | -1.0% |
| YTD | -31.9% | +0.2% | -32.2% | -32.7% |
| 1Y | -37.6% | -3.1% | -34.5% | -37.1% |
| 3Y | +36.8% | +17.0% | +19.8% | +18.0% |
| 5Y | -9.7% | +2.0% | -11.8% | -17.2% |
| All | -27.1% | +53.8% | -80.9% | -54.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling