-22.2%
RKT vs NDAQ
+143.2%
-165.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.7% | 0.0% |
| 7D | +2.1% | -2.4% | +4.6% | +3.6% |
| 30D | +1.4% | +2.5% | -1.0% | -0.1% |
| 3M | +6.3% | +9.9% | -3.7% | -0.1% |
| 6M | -15.5% | +9.4% | -24.9% | -20.6% |
| YTD | -27.4% | +0.4% | -27.8% | -28.7% |
| 1Y | -26.6% | +4.0% | -30.6% | -29.9% |
| 3Y | +41.2% | +94.4% | -53.2% | -17.9% |
| 5Y | -6.4% | +56.7% | -63.1% | -38.9% |
| All | -22.2% | +143.2% | -165.4% | -63.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling