+55.9%
NVO vs RKT
-12.9%
+68.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | -7.6% | -6.3% | -1.3% | -7.2% |
| 30D | -6.0% | -6.2% | +0.2% | -5.6% |
| 3M | -0.8% | -1.9% | +1.1% | -0.9% |
| 6M | +16.5% | -13.0% | +29.5% | +16.9% |
| YTD | -11.1% | -31.9% | +20.8% | -9.7% |
| 1Y | -16.7% | -37.6% | +20.8% | -15.1% |
| 3Y | -52.9% | +36.8% | -89.7% | -54.3% |
| 5Y | -3.0% | -9.7% | +6.8% | -6.1% |
| All | +55.9% | -12.9% | +68.7% | +50.0% |
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