+81.3%
RKT vs ALHC
+22.7%
+58.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.2% |
| 7D | -9.0% | +0.3% | -9.2% | -9.0% |
| 30D | +30.2% | -10.6% | +40.8% | +31.5% |
| 3M | -8.8% | -45.3% | +36.5% | -3.0% |
| 6M | -0.9% | -59.7% | +58.8% | +8.2% |
| YTD | -29.2% | -62.7% | +33.6% | -22.4% |
| 1Y | -20.1% | -56.1% | +36.1% | -14.2% |
| 3Y | +81.3% | +21.3% | +60.1% | +28.8% |
| All | +81.3% | +22.7% | +58.7% | +28.8% |
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