-25.7%
RKT vs NDAQ
+136.5%
-162.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.2% |
| 7D | -1.0% | -1.6% | +0.6% | 0.0% |
| 30D | -2.4% | -1.5% | -0.9% | -1.5% |
| 3M | +1.9% | +8.0% | -6.1% | -3.3% |
| 6M | -13.9% | +7.7% | -21.6% | -18.3% |
| YTD | -30.6% | -2.3% | -28.3% | -30.7% |
| 1Y | -34.4% | +0.6% | -34.9% | -35.9% |
| 3Y | +38.2% | +90.9% | -52.7% | -18.9% |
| 5Y | -9.7% | +52.5% | -62.1% | -40.0% |
| All | -25.7% | +136.5% | -162.2% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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