+889.8%
NVDA vs ROK
+47.1%
+842.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -1.1% |
| 7D | -5.1% | -1.2% | -3.9% | -4.3% |
| 30D | -2.5% | -4.8% | +2.3% | +0.7% |
| 3M | +6.7% | -6.1% | +12.8% | +10.3% |
| 6M | +17.6% | +15.5% | +2.1% | +4.9% |
| YTD | +17.3% | +11.2% | +6.1% | +6.2% |
| 1Y | +23.5% | +23.8% | -0.3% | +3.3% |
| 3Y | +384.6% | +53.1% | +331.5% | +224.2% |
| All | +889.8% | +47.1% | +842.6% | +594.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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