+357.4%
SOXL vs RKLB
+45.5%
+311.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.7% | +9.2% | +9.4% |
| 7D | +5.3% | -0.2% | +5.5% | +5.6% |
| 30D | -11.2% | -14.1% | +2.9% | -1.0% |
| 3M | -55.4% | -46.4% | -8.9% | -32.3% |
| 6M | +107.1% | -10.6% | +117.8% | +126.4% |
| YTD | +179.0% | -7.9% | +186.9% | +195.7% |
| 1Y | +357.4% | +49.5% | +307.9% | +337.6% |
| All | +357.4% | +45.5% | +311.8% | +337.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 1y: compounded portfolio wealth divided by compounded RKLB 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…
1y analysis · Full analysis span regression · 6 months rolling