-100.0%
SOXS vs RKLB
+889.8%
-989.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.8% | +9.9% | +7.1% |
| 7D | -9.4% | -2.9% | -6.5% | -10.8% |
| 30D | +6.2% | -22.6% | +28.7% | -7.1% |
| 3M | -28.0% | -41.0% | +13.0% | -38.2% |
| 6M | -99.2% | -10.1% | -89.1% | -98.5% |
| YTD | -99.5% | -11.2% | -88.3% | -99.0% |
| 1Y | -99.7% | +34.2% | -133.9% | -99.4% |
| All | -100.0% | +889.8% | -989.8% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling