+137.4%
NXPI vs RKT
-4.5%
+141.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.9% | +6.9% | +2.7% |
| 7D | -0.5% | +4.6% | -5.1% | -1.2% |
| 30D | +15.0% | +25.9% | -10.9% | +10.7% |
| 3M | +12.6% | +5.0% | +7.5% | +11.2% |
| 6M | -10.6% | -7.9% | -2.7% | -10.5% |
| YTD | +22.1% | -25.4% | +47.4% | +24.8% |
| 1Y | +29.8% | -15.4% | +45.2% | +29.8% |
| 3Y | +47.8% | +83.3% | -35.5% | +26.8% |
| 5Y | +33.9% | -0.8% | +34.7% | +16.8% |
| All | +137.4% | -4.5% | +141.9% | +104.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling