+64.4%
RKT vs NVDL
+2,476.2%
-2,411.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -6.3% | -10.3% | +4.1% | -5.6% |
| 30D | -6.2% | -7.1% | +0.9% | -5.8% |
| 3M | -1.9% | +6.6% | -8.4% | -2.6% |
| 6M | -13.0% | +21.1% | -34.1% | -14.3% |
| YTD | -31.9% | +15.2% | -47.1% | -33.0% |
| 1Y | -37.6% | +18.8% | -56.4% | -38.9% |
| 3Y | +36.8% | +649.9% | -613.1% | +1.0% |
| All | +64.4% | +2,476.2% | -2,411.7% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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