+39.4%
RKT vs HSY
-9.9%
+49.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.1% | -2.6% |
| 7D | -1.0% | -3.0% | +2.0% | -0.4% |
| 30D | -2.4% | -5.0% | +2.6% | -1.4% |
| 3M | +1.9% | -1.3% | +3.2% | +2.3% |
| 6M | -13.9% | -21.5% | +7.6% | -10.2% |
| YTD | -30.6% | -3.3% | -27.4% | -30.7% |
| 1Y | -34.4% | -5.5% | -28.9% | -34.2% |
| All | +39.4% | -9.9% | +49.3% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling