-15.4%
RKT vs NDAQ
+27.8%
-43.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.4% |
| 7D | +4.6% | +2.9% | +1.8% | +3.5% |
| 30D | +25.9% | +17.5% | +8.4% | +19.0% |
| 3M | +5.0% | +15.4% | -10.4% | -0.2% |
| 6M | -7.9% | +24.6% | -32.5% | -14.1% |
| YTD | -25.4% | +14.4% | -39.8% | -32.3% |
| 1Y | -15.4% | +26.9% | -42.3% | -30.5% |
| All | -15.4% | +27.8% | -43.2% | -30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling