+19.4%
NOW vs RKT
-4.5%
+23.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.2% | +3.2% |
| 7D | -5.6% | -3.8% | -1.8% | -5.0% |
| 30D | -26.8% | +32.8% | -59.6% | -30.1% |
| 3M | -19.4% | +0.8% | -20.3% | -19.9% |
| 6M | +12.3% | -2.6% | +14.9% | +11.6% |
| YTD | -32.9% | -25.4% | -7.5% | -31.4% |
| 1Y | -40.3% | -19.1% | -21.2% | -39.8% |
| 3Y | -19.1% | +83.2% | -102.2% | -33.0% |
| 5Y | -24.4% | +0.8% | -25.2% | -35.5% |
| All | +19.4% | -4.5% | +23.9% | +1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling