+10.1%
NEE vs RKT
-9.6%
+19.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.3% | -1.1% |
| 7D | -0.5% | -1.0% | +0.4% | -0.4% |
| 30D | -1.7% | -2.4% | +0.7% | -1.5% |
| 3M | -1.8% | +1.9% | -3.7% | -2.6% |
| 6M | -8.8% | -13.9% | +5.0% | -8.1% |
| YTD | +5.2% | -30.6% | +35.8% | +8.4% |
| 1Y | +21.3% | -34.4% | +55.7% | +25.5% |
| 3Y | +35.2% | +38.2% | -3.0% | +17.6% |
| 5Y | +10.1% | -9.7% | +19.8% | -10.2% |
| All | +10.1% | -9.6% | +19.7% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling