-7.4%
RKLB vs SOXQ
+45.5%
-52.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.1% | -0.7% | -0.5% |
| 7D | -10.6% | -12.1% | +1.5% | +2.4% |
| 30D | -28.3% | -22.0% | -6.2% | -6.5% |
| 3M | -29.7% | -15.6% | -14.1% | -15.7% |
| 6M | -34.8% | -2.4% | -32.4% | -39.1% |
| YTD | -24.9% | +45.4% | -70.3% | -60.3% |
| 1Y | -7.4% | +47.7% | -55.1% | -52.7% |
| All | -7.4% | +45.5% | -52.9% | -52.7% |
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