-26.6%
RKT vs EQH
+2.5%
-29.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.6% |
| 7D | +2.1% | +5.5% | -3.4% | -0.5% |
| 30D | +1.4% | +3.2% | -1.8% | -0.3% |
| 3M | +6.3% | +32.5% | -26.3% | -8.9% |
| 6M | -15.5% | +33.7% | -49.2% | -28.2% |
| YTD | -27.4% | +13.4% | -40.8% | -32.8% |
| 1Y | -26.6% | +0.6% | -27.2% | -33.8% |
| All | -26.6% | +2.5% | -29.0% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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