+28.6%
ROK vs NVDX
+34.6%
-6.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.1% |
| 7D | +0.7% | +11.6% | -10.9% | -0.7% |
| 30D | -3.3% | +7.5% | -10.9% | -4.4% |
| 3M | -5.9% | +2.1% | -8.0% | -7.0% |
| 6M | +13.9% | +35.5% | -21.7% | +7.8% |
| YTD | +12.6% | +24.1% | -11.5% | +6.7% |
| 1Y | +28.6% | +33.0% | -4.4% | +22.1% |
| All | +28.6% | +34.6% | -6.0% | +22.1% |
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