+36.8%
RKT vs HPQ
+36.4%
+0.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.4% | -8.5% | -2.3% |
| 7D | -6.3% | +9.8% | -16.0% | -8.7% |
| 30D | -6.2% | +22.4% | -28.5% | -11.5% |
| 3M | -1.9% | +45.2% | -47.0% | -11.8% |
| 6M | -13.0% | +96.4% | -109.4% | -29.4% |
| YTD | -31.9% | +65.4% | -97.3% | -41.9% |
| 1Y | -37.6% | +31.6% | -69.1% | -43.0% |
| 3Y | +36.8% | +37.0% | -0.2% | -3.7% |
| All | +36.8% | +36.4% | +0.4% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling