-24.1%
RKT vs UPRO
+428.3%
-452.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.6% |
| 7D | -9.0% | +7.4% | -16.4% | -12.0% |
| 30D | +30.2% | -7.9% | +38.1% | +33.7% |
| 3M | -8.8% | -12.0% | +3.2% | -4.4% |
| 6M | -0.9% | -2.0% | +1.0% | -1.0% |
| YTD | -29.2% | +20.4% | -49.6% | -35.5% |
| 1Y | -20.1% | +24.5% | -44.6% | -28.3% |
| 3Y | +81.3% | +224.4% | -143.0% | -4.9% |
| 5Y | -6.6% | +97.6% | -104.2% | -43.7% |
| All | -24.1% | +428.3% | -452.5% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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