+39.4%
RKT vs NVTS
+37.8%
+1.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.3% | +0.6% | -2.5% |
| 7D | -1.0% | +3.5% | -4.4% | -1.2% |
| 30D | -2.4% | -11.9% | +9.5% | -1.7% |
| 3M | +1.9% | -49.2% | +51.1% | +5.6% |
| 6M | -13.9% | +38.4% | -52.3% | -18.1% |
| YTD | -30.6% | +62.5% | -93.1% | -35.1% |
| 1Y | -34.4% | +101.4% | -135.7% | -40.1% |
| All | +39.4% | +37.8% | +1.6% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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