+4,921.3%
SOXL vs KR
+129.5%
+4,791.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.7% | +2.5% | +5.3% |
| 7D | +3.9% | -0.2% | +4.0% | +3.9% |
| 30D | -14.3% | +5.1% | -19.4% | -14.2% |
| 3M | -45.6% | -8.2% | -37.5% | -45.4% |
| 6M | +117.2% | -18.0% | +135.2% | +119.0% |
| YTD | +189.8% | -4.8% | +194.6% | +185.1% |
| 1Y | +317.7% | -11.0% | +328.8% | +313.5% |
| 3Y | +478.6% | +37.7% | +441.0% | +383.0% |
| 5Y | +169.5% | +52.8% | +116.7% | +113.3% |
| All | +4,921.3% | +129.5% | +4,791.8% | +3,282.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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