+81.3%
RKT vs NVTS
+44.1%
+37.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.4% |
| 7D | -9.0% | +3.9% | -12.9% | -9.2% |
| 30D | +30.2% | -4.3% | +34.5% | +30.1% |
| 3M | -8.8% | -34.5% | +25.6% | -7.0% |
| 6M | -0.9% | -57.7% | +56.8% | +2.5% |
| YTD | -29.2% | +25.4% | -54.5% | -32.6% |
| 1Y | -20.1% | +13.1% | -33.2% | -23.6% |
| 3Y | +81.3% | +48.9% | +32.4% | +101.2% |
| All | +81.3% | +44.1% | +37.2% | +101.2% |
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