-9.7%
RKT vs HUBB
+148.7%
-158.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -7.2% | -1.7% | -5.6% | -6.5% |
| 30D | -7.9% | -12.7% | +4.8% | -1.7% |
| 3M | +5.2% | -2.9% | +8.1% | +5.8% |
| 6M | -14.9% | -4.8% | -10.1% | -14.0% |
| YTD | -31.9% | +2.8% | -34.6% | -33.6% |
| 1Y | -36.9% | +3.5% | -40.4% | -39.0% |
| 3Y | +35.7% | +43.5% | -7.8% | +4.9% |
| 5Y | -9.7% | +154.2% | -163.9% | -54.7% |
| All | -9.7% | +148.7% | -158.4% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling