-6.4%
NU vs RKT
-38.3%
+31.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | -4.9% | -6.3% | +1.4% | -3.4% |
| 30D | +7.8% | -6.2% | +14.0% | +9.3% |
| 3M | +20.9% | -1.9% | +22.8% | +20.3% |
| 6M | +0.9% | -13.0% | +13.9% | +2.2% |
| YTD | -12.7% | -31.9% | +19.3% | -8.1% |
| 1Y | -6.4% | -37.6% | +31.2% | -4.7% |
| All | -6.4% | -38.3% | +31.9% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling