-26.6%
RKT vs NVMI
+53.9%
-80.4%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.5% | -6.6% | -2.8% |
| 7D | +2.1% | +6.6% | -4.5% | +0.1% |
| 30D | +1.4% | -7.5% | +9.0% | +3.7% |
| 3M | +6.3% | -28.5% | +34.8% | +15.5% |
| 6M | -15.5% | -15.7% | +0.3% | -13.8% |
| YTD | -27.4% | +13.3% | -40.7% | -31.5% |
| 1Y | -26.6% | +48.3% | -74.9% | -35.1% |
| All | -26.6% | +53.9% | -80.4% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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