+478.6%
SOXL vs BKR
+68.5%
+410.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.8% | +6.0% |
| 7D | +3.9% | -7.0% | +10.9% | +14.3% |
| 30D | -14.3% | -8.1% | -6.2% | -4.4% |
| 3M | -45.6% | -6.6% | -39.0% | -41.0% |
| 6M | +117.2% | +0.9% | +116.3% | +122.6% |
| YTD | +189.8% | +31.1% | +158.7% | +109.6% |
| 1Y | +317.7% | +27.7% | +290.0% | +212.4% |
| 3Y | +478.6% | +71.2% | +407.4% | +265.4% |
| All | +478.6% | +68.5% | +410.2% | +265.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 3y: compounded portfolio wealth divided by compounded BKR 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…
3y analysis · Full analysis span regression · 6 months rolling