-26.1%
RKT vs SOXQ
+290.2%
-316.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.1% | -2.9% |
| 7D | -1.0% | +5.2% | -6.2% | -3.3% |
| 30D | -2.4% | -0.5% | -1.9% | -2.3% |
| 3M | +1.9% | -5.6% | +7.5% | +2.6% |
| 6M | -13.9% | +53.0% | -66.9% | -32.4% |
| YTD | -30.6% | +68.8% | -99.4% | -48.2% |
| 1Y | -34.4% | +105.7% | -140.1% | -56.0% |
| 3Y | +38.2% | +240.5% | -202.3% | -37.5% |
| 5Y | -9.7% | +266.8% | -276.4% | -63.5% |
| All | -26.1% | +290.2% | -316.3% | -70.1% |
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