+52.5%
SOXX vs RKLB
-9.4%
+61.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.8% | +0.6% | -2.1% |
| 7D | -13.7% | -10.6% | -3.1% | -11.1% |
| 30D | -23.6% | -28.3% | +4.7% | -17.1% |
| 3M | -16.9% | -29.7% | +12.8% | -9.6% |
| 6M | -2.4% | -34.8% | +32.4% | +5.7% |
| YTD | +49.8% | -24.9% | +74.8% | +53.5% |
| 1Y | +52.5% | -7.4% | +59.9% | +50.9% |
| All | +52.5% | -9.4% | +61.9% | +50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling