-98.5%
SQQQ vs RKT
-12.9%
-85.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.5% | -2.6% |
| 7D | +1.8% | -6.3% | +8.1% | -0.5% |
| 30D | +4.2% | -6.2% | +10.3% | +2.4% |
| 3M | -3.3% | -1.9% | -1.4% | -1.8% |
| 6M | -43.6% | -13.0% | -30.6% | -43.3% |
| YTD | -41.9% | -31.9% | -10.0% | -45.4% |
| 1Y | -50.6% | -37.6% | -13.1% | -54.3% |
| 3Y | -89.3% | +36.8% | -126.1% | -84.7% |
| 5Y | -94.8% | -9.7% | -85.1% | -91.3% |
| All | -98.5% | -12.9% | -85.7% | -97.3% |
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