-27.1%
RKT vs HUBS
-12.6%
-14.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | -6.3% | -9.0% | +2.7% | -3.7% |
| 30D | -6.2% | +7.2% | -13.4% | -8.3% |
| 3M | -1.9% | +20.9% | -22.7% | -8.4% |
| 6M | -13.0% | -13.0% | 0.0% | -13.9% |
| YTD | -31.9% | -43.8% | +11.9% | -23.6% |
| 1Y | -37.6% | -54.6% | +17.1% | -25.3% |
| 3Y | +36.8% | -58.5% | +95.3% | +62.6% |
| 5Y | -9.7% | -66.4% | +56.7% | -1.2% |
| All | -27.1% | -12.6% | -14.5% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 10y: compounded portfolio wealth divided by compounded HUBS 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…
10y analysis · Full analysis span regression · 6 months rolling