+1.7%
RKT vs ALHC
-64.2%
+65.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +2.1% |
| 7D | +17.7% | +1.0% | +16.7% | +17.4% |
| 30D | +31.6% | -14.2% | +45.8% | +34.3% |
| 3M | +13.9% | -45.1% | +59.1% | +24.6% |
| 6M | +2.8% | -59.5% | +62.3% | +16.6% |
| YTD | -22.2% | -62.8% | +40.6% | -11.2% |
| 1Y | -3.5% | -55.5% | +52.0% | +6.3% |
| 3Y | +95.3% | +25.7% | +69.6% | +54.5% |
| All | +1.7% | -64.2% | +65.9% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling