-3.0%
RBA vs SOXQ
+45.5%
-48.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.2% | +2.2% |
| 7D | +12.7% | -12.1% | +24.7% | +13.5% |
| 30D | +15.5% | -22.0% | +37.6% | +17.7% |
| 3M | -14.0% | -15.6% | +1.5% | -13.3% |
| 6M | -8.8% | -2.4% | -6.5% | -12.2% |
| YTD | -6.9% | +45.4% | -52.3% | -18.5% |
| 1Y | -3.0% | +47.7% | -50.7% | -15.2% |
| All | -3.0% | +45.5% | -48.4% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling