+56.8%
RGTI vs SOXQ
+258.1%
-201.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -1.2% |
| 7D | +0.5% | +0.8% | -0.3% | -0.4% |
| 30D | -17.1% | -4.6% | -12.5% | -12.8% |
| 3M | -26.0% | -10.2% | -15.8% | -17.5% |
| 6M | -9.9% | +49.7% | -59.5% | -42.4% |
| YTD | -31.1% | +67.2% | -98.3% | -61.1% |
| 1Y | -8.5% | +98.0% | -106.5% | -56.5% |
| 3Y | +652.2% | +237.2% | +415.1% | +121.3% |
| All | +56.8% | +258.1% | -201.3% | -55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling