-90.4%
RCKT vs SPY
+336.7%
-427.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.2% |
| 7D | -3.6% | +2.6% | -6.2% | -6.9% |
| 30D | +4.1% | -2.0% | +6.1% | +7.5% |
| 3M | -31.1% | -2.8% | -28.4% | -28.1% |
| 6M | -36.1% | +2.1% | -38.3% | -38.0% |
| YTD | -34.5% | +11.5% | -46.0% | -43.4% |
| 1Y | -27.4% | +13.5% | -40.9% | -38.8% |
| 3Y | -88.2% | +77.7% | -165.9% | -95.0% |
| 5Y | -93.2% | +72.6% | -165.8% | -96.8% |
| 10Y | -91.8% | +308.2% | -400.0% | -98.6% |
| All | -90.4% | +336.7% | -427.1% | -98.6% |
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