-24.1%
RKT vs HSY
+43.0%
-67.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -9.0% | -2.1% | -6.8% | -8.5% |
| 30D | +30.2% | +6.1% | +24.1% | +28.5% |
| 3M | -8.8% | -5.6% | -3.2% | -7.8% |
| 6M | -0.9% | -9.5% | +8.6% | +0.8% |
| YTD | -29.2% | -2.1% | -27.1% | -29.5% |
| 1Y | -20.1% | +0.8% | -20.8% | -20.9% |
| 3Y | +81.3% | -2.1% | +83.5% | +78.6% |
| 5Y | -6.6% | +11.2% | -17.9% | -11.3% |
| All | -24.1% | +43.0% | -67.2% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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