+36.8%
RKT vs NUE
+61.7%
-24.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | -0.5% |
| 7D | -6.3% | -0.6% | -5.6% | -6.1% |
| 30D | -6.2% | -4.6% | -1.6% | -5.1% |
| 3M | -1.9% | -0.3% | -1.5% | -2.1% |
| 6M | -13.0% | +51.9% | -64.9% | -23.6% |
| YTD | -31.9% | +60.0% | -91.9% | -41.3% |
| 1Y | -37.6% | +82.9% | -120.5% | -48.4% |
| 3Y | +36.8% | +66.0% | -29.2% | +11.2% |
| All | +36.8% | +61.7% | -24.9% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 3y: compounded portfolio wealth divided by compounded NUE 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…
3y analysis · Full analysis span regression · 6 months rolling