+87.5%
RKT vs NVDX
+772.1%
-684.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -6.3% | -10.2% | +4.0% | -5.7% |
| 30D | -6.2% | -7.3% | +1.1% | -5.9% |
| 3M | -1.9% | +5.5% | -7.4% | -2.4% |
| 6M | -13.0% | +18.3% | -31.3% | -13.9% |
| YTD | -31.9% | +11.4% | -43.4% | -32.6% |
| 1Y | -37.6% | +12.7% | -50.2% | -38.4% |
| All | +87.5% | +772.1% | -684.7% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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