+105.9%
SPOT vs RKT
-12.9%
+118.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -3.1% | -6.3% | +3.2% | -2.1% |
| 30D | +7.4% | -6.2% | +13.6% | +8.3% |
| 3M | +8.2% | -1.9% | +10.0% | +7.9% |
| 6M | +2.2% | -13.0% | +15.2% | +3.0% |
| YTD | -9.5% | -31.9% | +22.5% | -5.7% |
| 1Y | -23.8% | -37.6% | +13.7% | -20.0% |
| 3Y | +233.5% | +36.8% | +196.7% | +181.9% |
| 5Y | +112.2% | -9.7% | +121.9% | +80.5% |
| All | +105.9% | -12.9% | +118.8% | +75.5% |
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