+478.6%
SOXL vs RKT
+35.0%
+443.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.3% |
| 7D | +3.9% | -6.3% | +10.1% | +7.0% |
| 30D | -14.3% | -6.2% | -8.1% | -12.0% |
| 3M | -45.6% | -1.9% | -43.8% | -45.9% |
| 6M | +117.2% | -13.0% | +130.2% | +130.1% |
| YTD | +189.8% | -31.9% | +221.8% | +235.5% |
| 1Y | +317.7% | -37.6% | +355.3% | +396.0% |
| 3Y | +478.6% | +36.8% | +441.8% | +305.1% |
| All | +478.6% | +35.0% | +443.7% | +305.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling