-10.4%
RKT vs SOXQ
+45.5%
-55.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -3.1% | +11.8% | +9.5% |
| 7D | +29.7% | -12.1% | +41.8% | +34.0% |
| 30D | +28.5% | -22.0% | +50.6% | +38.1% |
| 3M | +6.4% | -15.6% | +22.0% | +10.9% |
| 6M | +7.1% | -2.4% | +9.5% | -2.1% |
| YTD | -22.5% | +45.4% | -67.8% | -44.3% |
| 1Y | -10.4% | +47.7% | -58.1% | -36.1% |
| All | -10.4% | +45.5% | -55.9% | -36.1% |
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 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