+46.2%
RBRK vs SOXQ
+29.4%
+16.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -12.1% | +1.0% | -7.5% |
| 7D | -20.9% | -21.6% | +0.7% | -15.2% |
| 30D | -15.9% | -31.7% | +15.8% | -7.4% |
| 3M | +24.7% | -24.8% | +49.5% | +34.5% |
| 6M | +85.1% | -17.7% | +102.7% | +87.6% |
| YTD | +38.3% | +27.7% | +10.5% | +6.7% |
| 1Y | +46.2% | +26.0% | +20.2% | +14.7% |
| All | +46.2% | +29.4% | +16.7% | +14.7% |
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