+56.0%
RBA vs SOXQ
+286.7%
-230.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.8% | +2.0% | +3.4% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | -2.9% | -4.6% | +1.6% | -2.1% |
| 3M | -20.9% | -10.2% | -10.8% | -19.7% |
| 6M | -17.7% | +49.7% | -67.3% | -26.8% |
| YTD | -18.2% | +67.2% | -85.4% | -29.3% |
| 1Y | -29.1% | +98.0% | -127.1% | -41.6% |
| 3Y | +29.5% | +237.2% | -207.6% | -10.6% |
| 5Y | +40.2% | +261.3% | -221.1% | -6.1% |
| All | +56.0% | +286.7% | -230.7% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling