-11.1%
RKT vs ALHC
-55.2%
+44.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.0% |
| 7D | +10.3% | +3.9% | +6.5% | +9.9% |
| 30D | +32.3% | -3.6% | +36.0% | +32.3% |
| 3M | +10.7% | -49.4% | +60.1% | +19.9% |
| 6M | -3.2% | -59.5% | +56.3% | +6.9% |
| YTD | -21.5% | -63.2% | +41.7% | -17.0% |
| All | -11.1% | -55.2% | +44.1% | -22.0% |
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