+1,040.6%
NBIS vs RKT
-22.0%
+1,062.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.8% | -3.3% | -4.8% |
| 7D | +8.3% | -7.2% | +15.5% | +9.7% |
| 30D | +18.1% | -7.9% | +25.9% | +19.4% |
| 3M | +7.8% | +5.2% | +2.6% | +5.5% |
| 6M | +136.6% | -14.9% | +151.5% | +138.7% |
| YTD | +172.5% | -31.9% | +204.4% | +188.5% |
| 1Y | +144.3% | -36.9% | +181.1% | +159.8% |
| All | +1,040.6% | -22.0% | +1,062.5% | +1,182.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling