-14.9%
RKT vs NRG
-28.0%
+13.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.9% |
| 7D | -7.2% | -0.2% | -7.1% | -7.3% |
| 30D | -7.9% | -6.8% | -1.1% | -6.2% |
| 3M | +5.2% | -7.1% | +12.3% | +1.8% |
| 6M | -14.9% | -27.6% | +12.7% | -9.7% |
| All | -14.9% | -28.0% | +13.1% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 6mo: compounded portfolio wealth divided by compounded NRG 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…
6mo analysis · Full analysis span regression · 6 months rolling