+144.6%
NXPI vs RKT
-4.5%
+149.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.1% | +3.1% | +3.0% |
| 7D | +1.7% | -3.8% | +5.5% | +2.3% |
| 30D | +19.7% | +32.8% | -13.2% | +14.4% |
| 3M | +14.5% | +0.8% | +13.7% | +13.8% |
| 6M | -11.2% | -2.6% | -8.6% | -11.9% |
| YTD | +25.8% | -25.4% | +51.2% | +28.6% |
| 1Y | +35.2% | -19.1% | +54.3% | +36.2% |
| 3Y | +52.3% | +83.2% | -30.9% | +30.6% |
| 5Y | +34.8% | +0.8% | +34.0% | +17.6% |
| All | +144.6% | -4.5% | +149.2% | +110.8% |
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