+308.8%
RKLB vs SOXQ
+258.1%
+50.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | 0.0% |
| 7D | -2.0% | +0.8% | -2.8% | -2.7% |
| 30D | -22.4% | -4.6% | -17.9% | -19.1% |
| 3M | -45.2% | -10.2% | -35.0% | -40.3% |
| 6M | -12.5% | +49.7% | -62.2% | -40.1% |
| YTD | -9.8% | +67.2% | -77.0% | -44.0% |
| 1Y | +30.0% | +98.0% | -68.0% | -29.8% |
| 3Y | +942.2% | +237.2% | +705.1% | +229.9% |
| All | +308.8% | +258.1% | +50.7% | +19.9% |
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