-91.5%
RCKT vs SPY
+308.5%
-400.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.3% | -3.1% |
| 7D | -1.8% | +3.3% | -5.1% | -6.3% |
| 30D | +3.9% | -2.7% | +6.6% | +8.6% |
| 3M | -29.9% | -1.7% | -28.2% | -27.9% |
| 6M | -34.3% | +3.1% | -37.4% | -37.2% |
| YTD | -31.9% | +11.9% | -43.8% | -41.8% |
| 1Y | -27.6% | +12.0% | -39.6% | -37.9% |
| 3Y | -87.1% | +78.2% | -165.3% | -94.6% |
| 5Y | -93.0% | +73.2% | -166.2% | -96.7% |
| All | -91.5% | +308.5% | -400.0% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling