+478.6%
SOXL vs RKLB
+905.6%
-427.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.3% |
| 7D | +3.9% | -2.0% | +5.9% | +5.1% |
| 30D | -14.3% | -22.4% | +8.1% | -0.7% |
| 3M | -45.6% | -45.2% | -0.5% | -23.6% |
| 6M | +117.2% | -12.5% | +129.7% | +138.9% |
| YTD | +189.8% | -9.8% | +199.6% | +210.1% |
| 1Y | +317.7% | +30.0% | +287.8% | +265.8% |
| 3Y | +478.6% | +942.2% | -463.6% | +70.6% |
| All | +478.6% | +905.6% | -427.0% | +70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling