-16.0%
RKT vs HUT
+1,064.9%
-1,080.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.3% | -7.4% | +0.1% |
| 7D | +10.3% | +3.7% | +6.6% | +9.1% |
| 30D | +32.3% | -32.3% | +64.7% | +35.9% |
| 3M | +10.7% | -35.6% | +46.4% | +13.5% |
| 6M | -3.2% | -42.1% | +38.9% | -1.0% |
| YTD | -21.5% | +24.1% | -45.7% | -26.9% |
| 1Y | -6.0% | +27.9% | -33.9% | -13.3% |
| 3Y | +104.2% | +409.1% | -304.9% | +48.4% |
| 5Y | +2.5% | -25.9% | +28.4% | -26.0% |
| All | -16.0% | +1,064.9% | -1,080.8% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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