-100.0%
SOXS vs RKLB
+545.6%
-645.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.6% | -7.2% | -4.6% |
| 7D | -4.7% | -2.0% | -2.7% | -5.7% |
| 30D | +7.7% | -22.4% | +30.2% | -6.1% |
| 3M | -10.2% | -45.2% | +35.0% | -28.0% |
| 6M | -99.2% | -12.5% | -86.7% | -98.5% |
| YTD | -99.5% | -9.8% | -89.8% | -99.0% |
| 1Y | -99.8% | +30.0% | -129.7% | -99.3% |
| 3Y | -100.0% | +942.2% | -1,042.2% | -99.7% |
| 5Y | -100.0% | +236.8% | -336.8% | -99.9% |
| All | -100.0% | +545.6% | -645.6% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling