-52.9%
NVO vs RKT
+35.0%
-87.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | -7.6% | -6.3% | -1.3% | -7.0% |
| 30D | -6.0% | -6.2% | +0.2% | -5.4% |
| 3M | -0.8% | -1.9% | +1.1% | -1.0% |
| 6M | +16.5% | -13.0% | +29.5% | +17.1% |
| YTD | -11.1% | -31.9% | +20.8% | -9.1% |
| 1Y | -16.7% | -37.6% | +20.8% | -14.5% |
| 3Y | -52.9% | +36.8% | -89.7% | -49.7% |
| All | -52.9% | +35.0% | -87.9% | -49.7% |
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