+34.4%
NVDA vs RKT
-21.9%
+56.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +2.0% | +1.0% |
| 7D | +5.9% | +2.1% | +3.8% | +5.6% |
| 30D | +5.1% | +1.4% | +3.6% | +4.9% |
| 3M | +5.4% | +6.3% | -0.9% | +4.4% |
| 6M | +26.0% | -15.5% | +41.5% | +24.4% |
| YTD | +23.7% | -27.4% | +51.0% | +22.4% |
| 1Y | +34.4% | -26.6% | +61.0% | +30.6% |
| All | +34.4% | -21.9% | +56.3% | +30.6% |
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