-9.7%
RKT vs SPXU
-85.9%
+76.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -2.1% |
| 7D | -1.0% | +1.3% | -2.2% | -0.2% |
| 30D | -2.4% | +5.1% | -7.5% | +0.3% |
| 3M | +1.9% | -9.1% | +11.0% | -0.7% |
| 6M | -13.9% | -29.6% | +15.7% | -23.4% |
| YTD | -30.6% | -27.7% | -2.9% | -37.0% |
| 1Y | -34.4% | -37.0% | +2.6% | -43.1% |
| 3Y | +38.2% | -80.2% | +118.4% | -21.7% |
| 5Y | -9.7% | -86.0% | +76.4% | -45.4% |
| All | -9.7% | -85.9% | +76.2% | -45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling