-91.6%
SOXS vs RKT
-9.4%
-82.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +8.7% | +0.1% | +12.9% |
| 7D | +46.7% | +29.7% | +16.9% | +65.6% |
| 30D | +97.0% | +28.5% | +68.5% | +120.5% |
| 3M | +39.5% | +6.4% | +33.2% | +39.0% |
| 6M | -54.9% | +7.1% | -62.1% | -50.7% |
| YTD | -90.4% | -22.5% | -67.9% | -90.2% |
| 1Y | -91.6% | -10.4% | -81.2% | -90.5% |
| All | -91.6% | -9.4% | -82.2% | -90.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling