-9.7%
RKT vs HON
+1.7%
-11.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -0.8% |
| 7D | -7.2% | -2.6% | -4.6% | -5.5% |
| 30D | -7.9% | -11.9% | +4.0% | +0.5% |
| 3M | +5.2% | -6.1% | +11.3% | +8.1% |
| 6M | -14.9% | -19.2% | +4.3% | -1.8% |
| YTD | -31.9% | +0.2% | -32.0% | -32.9% |
| 1Y | -36.9% | -1.5% | -35.4% | -37.4% |
| 3Y | +35.7% | +17.9% | +17.8% | +11.4% |
| 5Y | -9.7% | +1.9% | -11.6% | -20.3% |
| All | -9.7% | +1.7% | -11.3% | -20.3% |
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