-9.7%
RKT vs SPXL
+137.2%
-146.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.4% | -1.3% | -2.1% |
| 7D | -1.0% | -1.3% | +0.3% | -0.3% |
| 30D | -2.4% | -5.0% | +2.6% | +0.2% |
| 3M | +1.9% | +7.6% | -5.7% | -1.3% |
| 6M | -13.9% | +33.6% | -47.5% | -24.3% |
| YTD | -30.6% | +28.1% | -58.7% | -37.9% |
| 1Y | -34.4% | +43.6% | -78.0% | -44.4% |
| 3Y | +38.2% | +225.8% | -187.6% | -27.9% |
| 5Y | -9.7% | +140.1% | -149.7% | -50.8% |
| All | -9.7% | +137.2% | -146.9% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 5y: compounded portfolio wealth divided by compounded SPXL 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…
5y analysis · Full analysis span regression · 6 months rolling