+317.7%
SOXL vs RKT
-38.3%
+356.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.3% |
| 7D | +3.9% | -6.3% | +10.1% | +7.9% |
| 30D | -14.3% | -6.2% | -8.1% | -11.3% |
| 3M | -45.6% | -1.9% | -43.8% | -46.3% |
| 6M | +117.2% | -13.0% | +130.2% | +128.9% |
| YTD | +189.8% | -31.9% | +221.8% | +234.0% |
| 1Y | +317.7% | -37.6% | +355.3% | +369.8% |
| All | +317.7% | -38.3% | +356.1% | +369.8% |
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