-97.7%
RKLZ vs SPY
+16.6%
-114.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.6% | -10.3% |
| 7D | -12.6% | +0.5% | -13.1% | -9.3% |
| 30D | +38.8% | -0.9% | +39.7% | +28.6% |
| 3M | +45.1% | +3.9% | +41.2% | +121.7% |
| 6M | -85.5% | +14.5% | -100.1% | -37.6% |
| YTD | -90.7% | +12.9% | -103.6% | -61.4% |
| All | -97.7% | +16.6% | -114.3% | -85.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling