+2.5%
RKT vs NDAQ
+64.4%
-61.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.1% |
| 7D | +10.3% | -0.1% | +10.4% | +10.4% |
| 30D | +32.3% | +15.9% | +16.5% | +21.4% |
| 3M | +10.7% | +15.1% | -4.4% | +1.8% |
| 6M | -3.2% | +22.9% | -26.1% | -14.9% |
| YTD | -21.5% | +12.8% | -34.4% | -28.1% |
| 1Y | -6.0% | +26.0% | -32.0% | -20.0% |
| 3Y | +104.2% | +119.7% | -15.5% | +8.3% |
| 5Y | +2.5% | +65.4% | -62.9% | -41.2% |
| All | +2.5% | +64.4% | -61.9% | -41.2% |
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