+103.5%
NU vs RKT
+35.1%
+68.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.4% |
| 7D | -4.2% | -7.2% | +3.0% | -3.0% |
| 30D | +10.0% | -7.9% | +17.9% | +11.5% |
| 3M | +29.3% | +5.2% | +24.1% | +27.4% |
| 6M | +0.9% | -14.9% | +15.8% | +2.5% |
| YTD | -10.3% | -31.9% | +21.6% | -6.3% |
| 1Y | -3.2% | -36.9% | +33.7% | +1.8% |
| All | +103.5% | +35.1% | +68.5% | +84.7% |
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 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