+64.1%
ROK vs HTZ
-90.1%
+154.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.6% |
| 7D | +2.8% | -2.5% | +5.2% | +3.0% |
| 30D | -2.4% | -3.7% | +1.3% | -2.5% |
| 3M | -4.7% | -57.0% | +52.3% | +1.3% |
| 6M | +16.8% | -47.0% | +63.7% | +20.6% |
| YTD | +11.4% | -57.5% | +68.9% | +17.6% |
| 1Y | +26.2% | -63.5% | +89.6% | +33.7% |
| 3Y | +51.9% | -86.3% | +138.2% | +74.2% |
| 5Y | +46.4% | -86.8% | +133.1% | +67.0% |
| All | +64.1% | -90.1% | +154.2% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HTZ 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling