+115.1%
NOK vs RKT
-10.3%
+125.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.8% |
| 7D | +11.0% | -6.3% | +17.2% | +12.0% |
| 30D | +7.8% | -6.2% | +14.0% | +8.7% |
| 3M | -21.0% | -1.9% | -19.1% | -21.3% |
| 6M | +40.9% | -13.0% | +53.9% | +42.0% |
| YTD | +72.0% | -31.9% | +103.9% | +78.5% |
| 1Y | +140.9% | -37.6% | +178.5% | +152.4% |
| 3Y | +194.3% | +36.8% | +157.4% | +143.4% |
| All | +115.1% | -10.3% | +125.4% | +83.5% |
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