+139.9%
SPOT vs RKT
-9.3%
+149.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +1.6% | -9.0% | +10.6% | +3.1% |
| 30D | +16.9% | +30.2% | -13.3% | +12.1% |
| 3M | +23.0% | -8.8% | +31.8% | +24.3% |
| 6M | +42.2% | -0.9% | +43.1% | +40.8% |
| YTD | +5.5% | -29.2% | +34.7% | +9.0% |
| 1Y | -5.1% | -20.1% | +15.0% | -4.1% |
| 3Y | +257.9% | +81.3% | +176.6% | +185.6% |
| 5Y | +118.4% | -6.6% | +125.0% | +84.4% |
| All | +139.9% | -9.3% | +149.3% | +102.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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