+39.4%
RKT vs HUBB
+44.4%
-5.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.6% | -1.8% |
| 7D | -1.0% | +1.1% | -2.0% | -1.4% |
| 30D | -2.4% | -9.6% | +7.2% | +2.0% |
| 3M | +1.9% | -6.2% | +8.1% | +4.0% |
| 6M | -13.9% | -6.2% | -7.7% | -12.5% |
| YTD | -30.6% | +3.4% | -34.0% | -32.3% |
| 1Y | -34.4% | +5.3% | -39.7% | -36.8% |
| All | +39.4% | +44.4% | -5.0% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling