-23.5%
RKT vs HTZ
-76.0%
+52.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.1% | +1.0% | -4.6% |
| 7D | -7.5% | -14.0% | +6.5% | -6.6% |
| 30D | +26.6% | -19.8% | +46.4% | +28.2% |
| 3M | -2.4% | -45.0% | +42.6% | 0.0% |
| 6M | -7.4% | -73.2% | +65.9% | +2.6% |
| YTD | -29.2% | -70.0% | +40.9% | -25.2% |
| 1Y | -23.5% | -75.7% | +52.2% | -11.3% |
| All | -23.5% | -76.0% | +52.5% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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