-99.8%
SOXS vs RKLB
+45.5%
-145.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +0.7% | -10.9% | -9.7% |
| 7D | -7.0% | -0.2% | -6.8% | -7.0% |
| 30D | +2.8% | -14.1% | +16.9% | -5.8% |
| 3M | -9.8% | -46.4% | +36.6% | -27.5% |
| 6M | -99.2% | -10.6% | -88.5% | -98.4% |
| YTD | -99.5% | -7.9% | -91.6% | -99.0% |
| 1Y | -99.8% | +49.5% | -149.3% | -99.5% |
| All | -99.8% | +45.5% | -145.3% | -99.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling