+1,837.4%
NVDA vs RKT
-12.8%
+1,850.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -2.0% |
| 7D | -4.3% | -7.2% | +2.9% | -3.1% |
| 30D | +0.5% | -7.9% | +8.4% | +1.8% |
| 3M | +9.1% | +5.2% | +3.9% | +7.5% |
| 6M | +18.5% | -14.9% | +33.4% | +20.3% |
| YTD | +17.4% | -31.9% | +49.2% | +22.5% |
| 1Y | +23.4% | -36.9% | +60.3% | +29.7% |
| 3Y | +380.6% | +35.7% | +344.9% | +307.4% |
| 5Y | +875.7% | -9.7% | +885.4% | +728.6% |
| All | +1,837.4% | -12.8% | +1,850.2% | +1,503.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling