+137.1%
NOK vs RKT
-8.7%
+145.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.8% | +8.0% | +6.4% |
| 7D | +7.3% | +6.0% | +1.3% | +6.4% |
| 30D | +13.8% | +0.7% | +13.1% | +13.5% |
| 3M | -27.0% | +11.8% | -38.8% | -28.4% |
| 6M | +37.6% | -7.6% | +45.2% | +37.5% |
| YTD | +64.6% | -28.7% | +93.3% | +68.8% |
| 1Y | +132.0% | -32.6% | +164.6% | +138.7% |
| 3Y | +183.7% | +42.1% | +141.6% | +151.7% |
| 5Y | +101.3% | -7.2% | +108.4% | +80.0% |
| All | +137.1% | -8.7% | +145.8% | +107.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling