-100.0%
SOXS vs RKT
-10.3%
-89.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.5% | -5.6% |
| 7D | -4.7% | -6.3% | +1.5% | -9.0% |
| 30D | +7.7% | -6.2% | +13.9% | +3.7% |
| 3M | -10.2% | -1.9% | -8.3% | -8.5% |
| 6M | -99.2% | -13.0% | -86.2% | -99.0% |
| YTD | -99.5% | -31.9% | -67.6% | -99.5% |
| 1Y | -99.8% | -37.6% | -62.2% | -99.7% |
| 3Y | -100.0% | +36.8% | -136.8% | -100.0% |
| All | -100.0% | -10.3% | -89.7% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling