+408.7%
RCKY vs SPY
+3,060.3%
-2,651.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | -2.9% | +0.1% | -3.1% | -3.0% |
| 30D | -11.3% | +0.1% | -11.4% | -11.4% |
| 3M | +18.8% | +2.0% | +16.9% | +16.8% |
| 6M | -2.1% | +13.0% | -15.1% | -10.7% |
| YTD | +52.3% | +13.5% | +38.7% | +38.6% |
| 1Y | +50.2% | +20.0% | +30.2% | +31.4% |
| 3Y | +173.6% | +77.2% | +96.4% | +85.8% |
| 5Y | +0.6% | +81.9% | -81.3% | -31.9% |
| 10Y | +422.4% | +314.1% | +108.4% | +123.6% |
| All | +408.7% | +3,060.3% | -2,651.7% | -36.8% |
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