+101.8%
NXPI vs RKT
-11.2%
+113.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +0.2% |
| 7D | -2.3% | -1.0% | -1.3% | -2.2% |
| 30D | -4.3% | -2.4% | -1.9% | -4.1% |
| 3M | -24.7% | +1.9% | -26.6% | -25.3% |
| 6M | +9.7% | -13.9% | +23.6% | +10.8% |
| YTD | +3.8% | -30.6% | +34.4% | +7.7% |
| 1Y | +1.6% | -34.4% | +36.0% | +5.8% |
| 3Y | +16.0% | +38.2% | -22.1% | +3.8% |
| 5Y | +16.1% | -9.7% | +25.8% | +2.9% |
| All | +101.8% | -11.2% | +113.0% | +76.4% |
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