-100.0%
SOXS vs RKLB
+546.9%
-646.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.3% | -4.5% |
| 7D | -16.6% | 0.0% | -16.5% | -16.5% |
| 30D | -4.4% | -21.2% | +16.8% | -15.9% |
| 3M | -26.2% | -41.7% | +15.5% | -37.7% |
| 6M | -99.3% | -11.8% | -87.5% | -98.6% |
| YTD | -99.5% | -9.6% | -89.9% | -99.0% |
| 1Y | -99.8% | +34.1% | -133.9% | -99.4% |
| 3Y | -100.0% | +917.3% | -1,017.2% | -99.7% |
| 5Y | -100.0% | +204.4% | -304.4% | -99.9% |
| All | -100.0% | +546.9% | -646.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling