+112.5%
SPOT vs RKT
-7.0%
+119.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.0% | -3.0% |
| 7D | -0.9% | +2.1% | -3.0% | -1.3% |
| 30D | +12.5% | +1.4% | +11.0% | +12.0% |
| 3M | +9.9% | +6.3% | +3.6% | +8.0% |
| 6M | +1.6% | -15.5% | +17.0% | +2.8% |
| YTD | -6.6% | -27.4% | +20.8% | -3.7% |
| 1Y | -22.9% | -26.6% | +3.6% | -21.1% |
| 3Y | +244.3% | +41.2% | +203.0% | +190.2% |
| 5Y | +117.8% | -6.4% | +124.2% | +83.8% |
| All | +112.5% | -7.0% | +119.5% | +79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling