-27.0%
RKT vs SPXU
-95.3%
+68.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -0.9% |
| 7D | -7.2% | +6.4% | -13.6% | -4.5% |
| 30D | -7.9% | +5.9% | -13.8% | -5.0% |
| 3M | +5.2% | -11.7% | +16.9% | +1.2% |
| 6M | -14.9% | -28.7% | +13.8% | -23.7% |
| YTD | -31.9% | -26.4% | -5.5% | -37.5% |
| 1Y | -36.9% | -35.2% | -1.7% | -44.5% |
| 3Y | +35.7% | -79.8% | +115.5% | -21.1% |
| 5Y | -9.7% | -86.1% | +76.4% | -44.2% |
| All | -27.0% | -95.3% | +68.2% | -73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling