+33.5%
NEE vs RKT
+35.1%
-1.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.1% |
| 7D | -1.9% | -7.2% | +5.3% | -1.2% |
| 30D | -3.1% | -7.9% | +4.8% | -2.4% |
| 3M | -2.4% | +5.2% | -7.6% | -3.3% |
| 6M | -8.6% | -14.9% | +6.3% | -7.9% |
| YTD | +4.9% | -31.9% | +36.8% | +7.6% |
| 1Y | +19.4% | -36.9% | +56.3% | +23.1% |
| All | +33.5% | +35.1% | -1.6% | +0.9% |
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