-91.8%
RCKT vs SPY
+307.0%
-398.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.2% |
| 7D | -3.6% | +2.6% | -6.2% | -7.0% |
| 30D | +4.1% | -2.0% | +6.1% | +7.6% |
| 3M | -31.1% | -2.8% | -28.4% | -28.0% |
| 6M | -36.1% | +2.1% | -38.3% | -38.0% |
| YTD | -34.5% | +11.5% | -46.0% | -43.6% |
| 1Y | -27.4% | +13.5% | -40.9% | -39.0% |
| 3Y | -88.2% | +77.7% | -165.9% | -95.1% |
| 5Y | -93.2% | +72.6% | -165.8% | -96.9% |
| All | -91.8% | +307.0% | -398.8% | -96.9% |
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