-10.4%
RKT vs NTAP
+66.6%
-77.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.6% | +10.3% | +8.8% |
| 7D | +29.7% | -16.1% | +45.8% | +31.7% |
| 30D | +28.5% | -15.9% | +44.5% | +30.2% |
| 3M | +6.4% | -1.2% | +7.6% | +4.3% |
| 6M | +7.1% | +70.1% | -62.9% | -12.2% |
| YTD | -22.5% | +77.9% | -100.4% | -36.9% |
| 1Y | -10.4% | +68.1% | -78.6% | -23.7% |
| All | -10.4% | +66.6% | -77.0% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 1y: compounded portfolio wealth divided by compounded NTAP 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…
1y analysis · Full analysis span regression · 6 months rolling