+112.6%
SPOT vs RKT
-9.6%
+122.2%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.5% |
| 7D | -6.5% | -1.0% | -5.5% | -6.3% |
| 30D | +2.2% | -2.4% | +4.6% | +2.4% |
| 3M | +5.4% | +1.9% | +3.5% | +3.9% |
| 6M | -4.0% | -13.9% | +9.8% | -2.8% |
| YTD | -9.9% | -30.6% | +20.7% | -5.3% |
| 1Y | -27.3% | -34.4% | +7.1% | -23.1% |
| 3Y | +236.4% | +38.2% | +198.2% | +142.8% |
| 5Y | +112.6% | -9.7% | +122.2% | +63.8% |
| All | +112.6% | -9.6% | +122.2% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling