-19.1%
RKT vs HST
+54.6%
-73.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | -3.8% | -1.3% | -2.5% | -3.0% |
| 30D | +32.8% | +13.4% | +19.5% | +17.4% |
| 3M | +0.8% | +16.7% | -15.9% | -13.5% |
| 6M | -2.6% | +24.0% | -26.6% | -23.8% |
| YTD | -25.4% | +54.0% | -79.4% | -53.2% |
| 1Y | -19.1% | +55.0% | -74.1% | -50.0% |
| All | -19.1% | +54.6% | -73.7% | -50.0% |
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