+235.9%
NVDA vs RKT
+75.2%
+160.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -12.7% | -9.0% | -3.8% | -12.2% |
| 30D | -26.4% | +30.2% | -56.6% | -27.8% |
| 3M | -27.6% | -8.8% | -18.8% | -27.2% |
| 6M | -27.7% | -0.9% | -26.8% | -27.9% |
| YTD | -12.5% | -29.2% | +16.7% | -11.7% |
| 1Y | -12.6% | -20.1% | +7.4% | -12.5% |
| 3Y | +235.9% | +81.3% | +154.6% | +202.2% |
| All | +235.9% | +75.2% | +160.8% | +202.2% |
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