-21.2%
NOW vs RKT
+75.2%
-96.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.1% | +3.0% | -1.6% |
| 7D | -1.7% | -7.5% | +5.8% | -0.9% |
| 30D | -27.4% | +26.6% | -54.0% | -29.1% |
| 3M | -19.4% | -2.4% | -17.0% | -19.4% |
| 6M | +13.1% | -7.4% | +20.5% | +13.3% |
| YTD | -34.3% | -29.2% | -5.1% | -33.1% |
| 1Y | -41.8% | -23.5% | -18.2% | -41.1% |
| All | -21.2% | +75.2% | -96.3% | -27.2% |
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 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