+92.2%
RKT vs HTZ
-81.0%
+173.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -20.8% | +19.5% | +0.6% |
| 7D | +24.3% | -7.7% | +32.1% | +25.0% |
| 30D | +27.9% | -13.1% | +41.0% | +29.1% |
| 3M | +6.9% | +14.7% | -7.8% | +4.0% |
| 6M | +5.2% | -70.6% | +75.8% | +14.9% |
| YTD | -23.5% | -65.2% | +41.7% | -18.5% |
| 1Y | -9.1% | -73.2% | +64.1% | -0.7% |
| All | +92.2% | -81.0% | +173.1% | +156.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling