-20.0%
RKT vs NDAQ
+177.1%
-197.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.7% |
| 7D | +4.6% | +2.9% | +1.8% | +2.9% |
| 30D | +25.9% | +17.5% | +8.4% | +14.2% |
| 3M | +5.0% | +15.4% | -10.4% | -3.9% |
| 6M | -7.9% | +24.6% | -32.5% | -20.1% |
| YTD | -25.4% | +14.4% | -39.8% | -32.4% |
| 1Y | -15.4% | +26.9% | -42.3% | -28.6% |
| 3Y | +83.3% | +119.8% | -36.5% | -1.0% |
| 5Y | -0.8% | +70.5% | -71.3% | -38.0% |
| All | -20.0% | +177.1% | -197.1% | -64.9% |
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