+409.3%
SOXL vs RKLB
+546.9%
-137.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.3% | +6.4% | +4.6% |
| 7D | +18.4% | 0.0% | +18.4% | +18.3% |
| 30D | -3.2% | -21.2% | +18.0% | +11.9% |
| 3M | -37.6% | -41.7% | +4.1% | -12.5% |
| 6M | +136.1% | -11.8% | +147.8% | +156.7% |
| YTD | +199.5% | -9.6% | +209.1% | +216.3% |
| 1Y | +363.2% | +34.1% | +329.1% | +280.2% |
| 3Y | +496.5% | +917.3% | -420.8% | +23.7% |
| 5Y | +184.8% | +204.4% | -19.6% | -18.3% |
| All | +409.3% | +546.9% | -137.6% | +19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling