-10.4%
RKT vs SPMO
+11.0%
-21.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.8% | +9.5% | +9.1% |
| 7D | +29.7% | -8.9% | +38.6% | +36.2% |
| 30D | +28.5% | -13.8% | +42.3% | +40.1% |
| 3M | +6.4% | -12.5% | +18.9% | +14.8% |
| 6M | +7.1% | -1.5% | +8.6% | -3.6% |
| YTD | -22.5% | +11.3% | -33.8% | -39.9% |
| 1Y | -10.4% | +11.5% | -21.9% | -30.6% |
| All | -10.4% | +11.0% | -21.4% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1y: compounded portfolio wealth divided by compounded SPMO 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…
1y analysis · Full analysis span regression · 6 months rolling