-23.5%
RKT vs HSY
+2.9%
-26.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.8% | -3.3% | -4.5% |
| 7D | -7.5% | -2.3% | -5.2% | -6.8% |
| 30D | +26.6% | +6.3% | +20.3% | +24.4% |
| 3M | -2.4% | -5.2% | +2.8% | -2.1% |
| 6M | -7.4% | -8.3% | +0.9% | -7.7% |
| YTD | -29.2% | -2.7% | -26.5% | -29.7% |
| 1Y | -23.5% | +0.1% | -23.7% | -26.9% |
| All | -23.5% | +2.9% | -26.4% | -26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling