-8.0%
RKT vs HPQ
+37.8%
-45.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.7% | -4.6% |
| 7D | -1.0% | +2.2% | -3.2% | -1.9% |
| 30D | -2.4% | +9.7% | -12.1% | -6.3% |
| 3M | +1.9% | +32.7% | -30.8% | -9.7% |
| 6M | -13.9% | +77.7% | -91.6% | -33.7% |
| YTD | -30.6% | +51.0% | -81.6% | -42.9% |
| 1Y | -34.4% | +18.4% | -52.8% | -40.3% |
| 3Y | +38.2% | +25.6% | +12.6% | +14.2% |
| All | -8.0% | +37.8% | -45.8% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling