-32.6%
RKT vs HST
+36.9%
-69.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | +6.0% | +2.0% | +4.0% | +4.3% |
| 30D | +0.7% | -5.2% | +5.9% | +5.1% |
| 3M | +11.8% | -6.2% | +18.1% | +17.3% |
| 6M | -7.6% | +20.4% | -28.1% | -21.8% |
| YTD | -28.7% | +30.6% | -59.3% | -42.3% |
| 1Y | -32.6% | +37.4% | -69.9% | -43.2% |
| All | -32.6% | +36.9% | -69.5% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling