+357.4%
SOXL vs RKT
-21.9%
+379.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +11.0% | +10.6% |
| 7D | +5.3% | +2.1% | +3.2% | +3.8% |
| 30D | -11.2% | +1.4% | -12.6% | -12.5% |
| 3M | -55.4% | +6.3% | -61.6% | -57.4% |
| 6M | +107.1% | -15.5% | +122.6% | +118.3% |
| YTD | +179.0% | -27.4% | +206.4% | +209.9% |
| 1Y | +357.4% | -26.6% | +383.9% | +397.6% |
| All | +357.4% | -21.9% | +379.3% | +397.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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