-5.4%
RKT vs NVTS
-54.3%
+48.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.6% |
| 7D | -9.0% | +3.9% | -12.9% | -9.4% |
| 30D | +30.2% | -4.3% | +34.5% | +30.0% |
| 3M | -8.8% | -34.5% | +25.6% | -5.9% |
| 6M | -0.9% | -57.7% | +56.8% | +4.7% |
| YTD | -29.2% | +25.4% | -54.5% | -35.1% |
| 1Y | -20.1% | +13.1% | -33.2% | -26.1% |
| 3Y | +81.3% | +48.9% | +32.4% | +48.1% |
| All | -5.4% | -54.3% | +48.9% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling