-11.4%
RKT vs NVMI
+261.9%
-273.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.6% |
| 7D | -6.3% | -0.1% | -6.2% | -6.2% |
| 30D | -6.2% | -8.4% | +2.2% | -3.8% |
| 3M | -1.9% | -33.6% | +31.7% | +9.6% |
| 6M | -13.0% | -14.7% | +1.7% | -10.8% |
| YTD | -31.9% | +13.2% | -45.1% | -36.2% |
| 1Y | -37.6% | +29.0% | -66.6% | -44.4% |
| 3Y | +36.8% | +215.0% | -178.2% | -23.9% |
| All | -11.4% | +261.9% | -273.3% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling