+25.0%
ROK vs NVDX
-27.2%
+52.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.2% | +5.6% | +0.3% |
| 7D | 0.0% | -14.1% | +14.1% | +2.1% |
| 30D | -2.5% | -31.3% | +28.9% | +2.6% |
| 3M | 0.0% | -16.2% | +16.2% | +2.0% |
| 6M | +11.6% | -11.9% | +23.4% | +12.0% |
| YTD | +15.2% | -9.4% | +24.6% | +13.0% |
| 1Y | +25.0% | -23.9% | +48.9% | +25.5% |
| All | +25.0% | -27.2% | +52.2% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 1y: compounded portfolio wealth divided by compounded NVDX 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…
1y analysis · Full analysis span regression · 6 months rolling