-10.4%
RKT vs HUBB
-4.0%
-6.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -2.5% | +11.1% | +9.6% |
| 7D | +29.7% | +0.2% | +29.5% | +29.2% |
| 30D | +28.5% | -8.8% | +37.3% | +33.1% |
| 3M | +6.4% | -12.5% | +18.8% | +12.3% |
| 6M | +7.1% | -14.5% | +21.7% | +13.4% |
| YTD | -22.5% | -0.4% | -22.0% | -28.7% |
| 1Y | -10.4% | -3.4% | -7.0% | -14.1% |
| All | -10.4% | -4.0% | -6.4% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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