+248.8%
NBIS vs RKT
-21.9%
+270.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.6% | +7.7% |
| 7D | +8.2% | +2.1% | +6.1% | +7.7% |
| 30D | +3.4% | +1.4% | +1.9% | +2.9% |
| 3M | -12.8% | +6.3% | -19.1% | -15.2% |
| 6M | +131.5% | -15.5% | +147.0% | +136.3% |
| YTD | +170.5% | -27.4% | +197.8% | +194.2% |
| 1Y | +248.8% | -26.6% | +275.4% | +270.3% |
| All | +248.8% | -21.9% | +270.7% | +270.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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