-11.4%
RKT vs SOXQ
+258.1%
-269.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -31.2% |
| YTD | -31.9% | +67.2% | -99.2% | -49.1% |
| 1Y | -37.6% | +98.0% | -135.6% | -57.6% |
| 3Y | +36.8% | +237.2% | -200.3% | -38.8% |
| All | -11.4% | +258.1% | -269.5% | -65.3% |
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