+911.9%
NVDA vs RKT
-9.6%
+921.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.8% | -0.3% |
| 7D | -0.3% | -1.0% | +0.6% | -0.1% |
| 30D | +2.8% | -2.4% | +5.2% | +3.3% |
| 3M | +7.4% | +1.9% | +5.5% | +6.0% |
| 6M | +22.6% | -13.9% | +36.5% | +24.9% |
| YTD | +20.1% | -30.6% | +50.7% | +26.9% |
| 1Y | +31.2% | -34.4% | +65.5% | +39.4% |
| 3Y | +391.7% | +38.2% | +353.5% | +246.8% |
| 5Y | +911.9% | -9.7% | +921.5% | +743.1% |
| All | +911.9% | -9.6% | +921.5% | +743.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling