+40.5%
RKT vs NVD
-98.5%
+139.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | +0.2% |
| 7D | -9.0% | +28.6% | -37.6% | -7.6% |
| 30D | +30.2% | +73.6% | -43.4% | +34.3% |
| 3M | -8.8% | +70.1% | -78.9% | -5.8% |
| 6M | -0.9% | +53.6% | -54.5% | +2.4% |
| YTD | -29.2% | -7.0% | -22.2% | -28.1% |
| 1Y | -20.1% | -9.0% | -11.1% | -18.8% |
| 3Y | +81.3% | -98.3% | +179.7% | +25.5% |
| All | +40.5% | -98.5% | +139.1% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling