+39.4%
RKT vs HRB
+25.9%
+13.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.1% | -2.5% |
| 7D | -1.0% | -10.6% | +9.7% | +0.9% |
| 30D | -2.4% | -0.8% | -1.6% | -2.6% |
| 3M | +1.9% | +19.1% | -17.2% | -1.8% |
| 6M | -13.9% | +48.7% | -62.6% | -20.8% |
| YTD | -30.6% | +7.1% | -37.7% | -30.6% |
| 1Y | -34.4% | -8.3% | -26.0% | -31.7% |
| All | +39.4% | +25.9% | +13.5% | +14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling