-16.0%
RKT vs NIO
-75.8%
+59.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | +10.3% | +6.9% | +3.4% | +9.2% |
| 30D | +32.3% | -4.7% | +37.1% | +33.3% |
| 3M | +10.7% | -28.1% | +38.8% | +16.4% |
| 6M | -3.2% | -41.7% | +38.5% | +4.7% |
| YTD | -21.5% | -33.1% | +11.6% | -17.7% |
| 1Y | -6.0% | -50.3% | +44.3% | +3.3% |
| 3Y | +104.2% | -54.4% | +158.6% | +112.8% |
| 5Y | +2.5% | -91.6% | +94.1% | +20.0% |
| All | -16.0% | -75.8% | +59.9% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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