-11.4%
RKT vs NVT
+419.5%
-431.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -1.8% |
| 7D | -6.3% | +4.1% | -10.3% | -7.7% |
| 30D | -6.2% | -5.1% | -1.1% | -4.7% |
| 3M | -1.9% | -1.2% | -0.7% | -3.2% |
| 6M | -13.0% | +46.6% | -59.6% | -27.6% |
| YTD | -31.9% | +60.0% | -91.9% | -45.3% |
| 1Y | -37.6% | +70.8% | -108.4% | -51.4% |
| 3Y | +36.8% | +187.5% | -150.7% | -21.7% |
| All | -11.4% | +419.5% | -431.0% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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