-27.5%
RKT vs SOXQ
+286.7%
-314.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.9% |
| 7D | -6.3% | +0.8% | -7.0% | -6.6% |
| 30D | -6.2% | -4.6% | -1.6% | -4.3% |
| 3M | -1.9% | -10.2% | +8.3% | +1.1% |
| 6M | -13.0% | +49.7% | -62.7% | -31.0% |
| YTD | -31.9% | +67.2% | -99.2% | -49.0% |
| 1Y | -37.6% | +98.0% | -135.6% | -57.4% |
| 3Y | +36.8% | +237.2% | -200.3% | -37.8% |
| 5Y | -9.7% | +261.3% | -271.0% | -63.4% |
| All | -27.5% | +286.7% | -314.1% | -70.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling