+491.8%
RKLB vs SOXQ
+279.9%
+211.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.9% | +0.6% |
| 7D | -2.9% | +2.3% | -5.2% | -5.0% |
| 30D | -22.6% | -3.9% | -18.7% | -19.8% |
| 3M | -41.0% | -4.7% | -36.3% | -39.2% |
| 6M | -10.1% | +47.9% | -58.0% | -37.4% |
| YTD | -11.2% | +64.3% | -75.5% | -43.6% |
| 1Y | +34.2% | +95.7% | -61.5% | -26.1% |
| 3Y | +899.4% | +231.5% | +667.8% | +227.8% |
| 5Y | +231.5% | +255.0% | -23.5% | +1.8% |
| All | +491.8% | +279.9% | +211.9% | +79.1% |
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