+0.5%
RGTI vs SOXQ
+111.3%
-110.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.4% | -3.2% | -3.6% |
| 7D | -2.5% | +2.3% | -4.8% | -5.0% |
| 30D | -9.4% | -2.3% | -7.2% | -7.0% |
| 3M | -37.1% | -13.8% | -23.3% | -26.9% |
| 6M | -14.4% | +48.6% | -63.0% | -48.3% |
| YTD | -31.4% | +66.0% | -97.4% | -64.5% |
| 1Y | +0.5% | +107.9% | -107.3% | -47.5% |
| All | +0.5% | +111.3% | -110.8% | -47.5% |
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