-23.6%
RKT vs SPMO
+233.4%
-257.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.2% |
| 7D | +6.0% | +3.4% | +2.6% | +3.2% |
| 30D | +0.7% | +0.5% | +0.1% | +0.2% |
| 3M | +11.8% | +1.9% | +9.9% | +8.6% |
| 6M | -7.6% | +27.8% | -35.4% | -25.9% |
| YTD | -28.7% | +26.7% | -55.3% | -42.2% |
| 1Y | -32.6% | +28.9% | -61.5% | -46.2% |
| 3Y | +42.1% | +160.7% | -118.6% | -45.0% |
| 5Y | -7.2% | +150.2% | -157.3% | -62.9% |
| All | -23.6% | +233.4% | -257.0% | -77.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling