+56.4%
RGTI vs SOXQ
+286.7%
-230.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -17.6% |
| 6M | -9.9% | +49.7% | -59.5% | -42.0% |
| YTD | -31.1% | +67.2% | -98.3% | -60.7% |
| 1Y | -8.5% | +98.0% | -106.5% | -55.9% |
| 3Y | +652.2% | +237.2% | +415.1% | +127.8% |
| 5Y | +56.8% | +261.3% | -204.5% | -54.4% |
| All | +56.4% | +286.7% | -230.3% | -54.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling