+64.1%
NOW vs RKT
-7.0%
+71.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.8% | -2.8% |
| 7D | -2.4% | +2.1% | -4.5% | -2.7% |
| 30D | +20.5% | +1.4% | +19.1% | +20.2% |
| 3M | +18.3% | +6.3% | +12.1% | +16.7% |
| 6M | +24.1% | -15.5% | +39.5% | +25.7% |
| YTD | -7.8% | -27.4% | +19.6% | -5.0% |
| 1Y | -21.4% | -26.6% | +5.2% | -19.5% |
| 3Y | +19.5% | +41.2% | -21.7% | +3.7% |
| 5Y | +4.1% | -6.4% | +10.5% | -10.4% |
| All | +64.1% | -7.0% | +71.2% | +40.8% |
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