-10.4%
RKT vs HPQ
+18.6%
-29.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +5.9% | +2.8% | +7.7% |
| 7D | +29.7% | -7.8% | +37.5% | +31.1% |
| 30D | +28.5% | -4.9% | +33.4% | +29.0% |
| 3M | +6.4% | +4.9% | +1.5% | +4.0% |
| 6M | +7.1% | +47.1% | -39.9% | -2.8% |
| YTD | -22.5% | +39.5% | -62.0% | -28.6% |
| 1Y | -10.4% | +21.3% | -31.7% | -14.2% |
| All | -10.4% | +18.6% | -29.1% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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