-27.0%
RKT vs HRB
+300.8%
-327.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | -7.2% | -12.2% | +4.9% | -4.7% |
| 30D | -7.9% | -3.0% | -4.9% | -7.7% |
| 3M | +5.2% | +21.7% | -16.5% | +0.1% |
| 6M | -14.9% | +52.3% | -67.2% | -23.9% |
| YTD | -31.9% | +6.5% | -38.4% | -33.4% |
| 1Y | -36.9% | -6.7% | -30.2% | -36.4% |
| 3Y | +35.7% | +25.1% | +10.6% | +24.2% |
| 5Y | -9.7% | +113.8% | -123.4% | -23.4% |
| All | -27.0% | +300.8% | -327.8% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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