-11.4%
RKT vs HUBS
-66.4%
+55.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | -6.3% | -9.0% | +2.7% | -3.6% |
| 30D | -6.2% | +7.2% | -13.4% | -8.5% |
| 3M | -1.9% | +20.9% | -22.7% | -8.9% |
| 6M | -13.0% | -13.0% | 0.0% | -14.0% |
| YTD | -31.9% | -43.8% | +11.9% | -22.6% |
| 1Y | -37.6% | -54.6% | +17.1% | -23.7% |
| 3Y | +36.8% | -58.5% | +95.3% | +64.9% |
| All | -11.4% | -66.4% | +55.0% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling