-89.8%
RCKT vs SPY
+334.1%
-423.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.6% |
| 7D | -2.4% | -0.6% | -1.8% | -1.3% |
| 30D | -4.3% | -3.7% | -0.6% | +1.4% |
| 3M | -32.7% | -2.7% | -29.9% | -29.8% |
| 6M | -32.5% | +2.2% | -34.7% | -34.5% |
| YTD | -30.2% | +10.8% | -41.0% | -39.3% |
| 1Y | -22.2% | +11.2% | -33.5% | -32.4% |
| 3Y | -86.8% | +76.5% | -163.3% | -94.3% |
| 5Y | -93.0% | +72.9% | -165.9% | -96.7% |
| 10Y | -91.2% | +304.8% | -396.1% | -98.5% |
| All | -89.8% | +334.1% | -423.9% | -98.5% |
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