-26.6%
RKT vs HPQ
+19.5%
-46.1%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.6% |
| 7D | +2.1% | +6.9% | -4.8% | +0.7% |
| 30D | +1.4% | +14.4% | -13.0% | -1.5% |
| 3M | +6.3% | +25.6% | -19.3% | +1.7% |
| 6M | -15.5% | +75.0% | -90.5% | -25.5% |
| YTD | -27.4% | +50.7% | -78.1% | -33.9% |
| 1Y | -26.6% | +18.7% | -45.2% | -30.6% |
| All | -26.6% | +19.5% | -46.1% | -30.6% |
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