-5.4%
RKT vs HON
+11.9%
-17.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -9.0% | +1.4% | -10.4% | -9.9% |
| 30D | +30.2% | +7.5% | +22.7% | +23.7% |
| 3M | -8.8% | -4.3% | -4.5% | -6.1% |
| 6M | -0.9% | -1.5% | +0.6% | -1.2% |
| YTD | -29.2% | +10.5% | -39.7% | -35.1% |
| 1Y | -20.1% | +8.5% | -28.6% | -25.8% |
| 3Y | +81.3% | +28.0% | +53.3% | +40.4% |
| All | -5.4% | +11.9% | -17.3% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling