-86.8%
RCKT vs SPY
+312.5%
-399.3%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.5% |
| 7D | -6.0% | -0.4% | -5.6% | -5.5% |
| 30D | -0.3% | -1.4% | +1.1% | +1.8% |
| 3M | +37.0% | +3.7% | +33.3% | +29.6% |
| 6M | -29.0% | +13.0% | -42.0% | -40.3% |
| YTD | +3.4% | +12.4% | -9.0% | -12.3% |
| 1Y | +13.1% | +18.5% | -5.4% | -10.6% |
| 3Y | -76.8% | +77.6% | -154.4% | -90.3% |
| 5Y | -89.5% | +81.7% | -171.1% | -95.4% |
| 10Y | -86.8% | +319.7% | -406.5% | -97.7% |
| All | -86.8% | +312.5% | -399.3% | -97.7% |
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