-7.2%
RKT vs NDAQ
+55.5%
-62.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -0.7% |
| 7D | +6.0% | -2.6% | +8.5% | +7.6% |
| 30D | +0.7% | +0.5% | +0.2% | +0.3% |
| 3M | +11.8% | +9.9% | +1.9% | +5.3% |
| 6M | -7.6% | +8.2% | -15.8% | -12.5% |
| YTD | -28.7% | -1.5% | -27.2% | -29.1% |
| 1Y | -32.6% | +1.3% | -33.9% | -34.4% |
| 3Y | +42.1% | +92.6% | -50.5% | -17.4% |
| 5Y | -7.2% | +53.8% | -61.0% | -43.1% |
| All | -7.2% | +55.5% | -62.6% | -43.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling