-16.3%
NOW vs RKT
+85.3%
-101.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -3.0% | +17.7% | -20.7% | -4.5% |
| 30D | -26.0% | +31.6% | -57.7% | -28.1% |
| 3M | -13.1% | +13.9% | -27.0% | -14.3% |
| 6M | +14.5% | +2.8% | +11.7% | +13.5% |
| YTD | -33.4% | -22.2% | -11.2% | -32.8% |
| 1Y | -40.6% | -3.5% | -37.1% | -41.2% |
| 3Y | -16.3% | +95.3% | -111.6% | -24.9% |
| All | -16.3% | +85.3% | -101.6% | -24.9% |
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