-8.0%
RKT vs HUT
+89.0%
-97.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.6% | +0.8% | -2.2% |
| 7D | -1.0% | +18.9% | -19.8% | -3.5% |
| 30D | -2.4% | +12.0% | -14.4% | -4.4% |
| 3M | +1.9% | -14.9% | +16.7% | +2.2% |
| 6M | -13.9% | +96.8% | -110.7% | -25.0% |
| YTD | -30.6% | +108.8% | -139.4% | -40.5% |
| 1Y | -34.4% | +227.4% | -261.7% | -48.6% |
| 3Y | +38.2% | +760.3% | -722.1% | -21.2% |
| All | -8.0% | +89.0% | -97.0% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling