-10.4%
RKT vs ALHC
-51.4%
+41.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +10.1% | -1.5% | +7.5% |
| 7D | +29.7% | -0.5% | +30.2% | +29.5% |
| 30D | +28.5% | -4.2% | +32.7% | +28.8% |
| 3M | +6.4% | -39.8% | +46.2% | +12.9% |
| 6M | +7.1% | -57.7% | +64.9% | +18.8% |
| YTD | -22.5% | -58.8% | +36.3% | -18.8% |
| 1Y | -10.4% | -52.4% | +41.9% | -18.9% |
| All | -10.4% | -51.4% | +41.0% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 1y: compounded portfolio wealth divided by compounded ALHC 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…
1y analysis · Full analysis span regression · 6 months rolling