-83.9%
RCKT vs SPY
+344.7%
-428.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.4% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | +10.3% | +0.1% | +10.2% | +10.2% |
| 3M | +32.2% | +2.0% | +30.2% | +28.4% |
| 6M | -19.9% | +13.0% | -32.9% | -32.3% |
| YTD | +10.0% | +13.5% | -3.6% | -7.8% |
| 1Y | +19.5% | +20.0% | -0.5% | -6.7% |
| 3Y | -75.9% | +77.2% | -153.1% | -89.7% |
| 5Y | -89.3% | +81.9% | -171.1% | -95.3% |
| 10Y | -86.5% | +314.1% | -400.5% | -97.7% |
| All | -83.9% | +344.7% | -428.6% | -97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling