+5.1%
NXPI vs RKT
-38.3%
+43.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +1.6% |
| 7D | +0.7% | -7.2% | +7.9% | +1.6% |
| 30D | -4.2% | -7.9% | +3.7% | -3.3% |
| 3M | -20.4% | +5.2% | -25.6% | -21.4% |
| 6M | +12.5% | -14.9% | +27.4% | +12.4% |
| YTD | +5.2% | -31.9% | +37.1% | +7.2% |
| 1Y | +5.1% | -36.9% | +42.0% | +6.4% |
| All | +5.1% | -38.3% | +43.5% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling