-27.1%
RKT vs HPQ
+149.0%
-176.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.4% | -8.5% | -3.4% |
| 7D | -6.3% | +9.8% | -16.0% | -9.9% |
| 30D | -6.2% | +22.4% | -28.5% | -14.0% |
| 3M | -1.9% | +45.2% | -47.0% | -16.6% |
| 6M | -13.0% | +96.4% | -109.4% | -36.3% |
| YTD | -31.9% | +65.4% | -97.3% | -46.4% |
| 1Y | -37.6% | +31.6% | -69.1% | -46.0% |
| 3Y | +36.8% | +37.0% | -0.2% | +9.2% |
| 5Y | -9.7% | +53.0% | -62.7% | -32.6% |
| All | -27.1% | +149.0% | -176.1% | -60.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling