+42.1%
RKT vs GEHC
+1.8%
+40.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.0% | +1.2% | -0.4% |
| 7D | +6.0% | -5.2% | +11.2% | +8.5% |
| 30D | +0.7% | -7.0% | +7.6% | +4.1% |
| 3M | +11.8% | +3.3% | +8.5% | +9.7% |
| 6M | -7.6% | -10.0% | +2.4% | -3.9% |
| YTD | -28.7% | -18.5% | -10.2% | -22.9% |
| 1Y | -32.6% | -14.4% | -18.2% | -28.7% |
| 3Y | +42.1% | +3.4% | +38.7% | +24.6% |
| All | +42.1% | +1.8% | +40.3% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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