+184.5%
NOK vs RKT
+37.5%
+147.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.3% |
| 7D | +9.3% | -1.0% | +10.3% | +9.4% |
| 30D | +17.9% | -2.4% | +20.3% | +18.0% |
| 3M | -22.3% | +1.9% | -24.2% | -22.7% |
| 6M | +36.4% | -13.9% | +50.2% | +37.1% |
| YTD | +66.3% | -30.6% | +96.9% | +69.3% |
| 1Y | +134.4% | -34.4% | +168.8% | +139.2% |
| All | +184.5% | +37.5% | +147.0% | +137.0% |
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