+45.1%
RKT vs ALHC
+136.3%
-91.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +2.1% | -0.6% | +2.7% | +2.2% |
| 30D | +1.4% | -1.0% | +2.5% | +1.4% |
| 3M | +6.3% | -10.2% | +16.4% | +6.6% |
| 6M | -15.5% | -28.3% | +12.8% | -13.4% |
| YTD | -27.4% | -31.4% | +4.1% | -25.4% |
| 1Y | -26.6% | -16.9% | -9.6% | -26.4% |
| All | +45.1% | +136.3% | -91.2% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling