+366.9%
SOXX vs RKLB
+545.6%
-178.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.5% |
| 7D | +1.4% | -2.0% | +3.4% | +1.8% |
| 30D | -3.6% | -22.4% | +18.9% | +1.3% |
| 3M | -10.2% | -45.2% | +35.0% | -0.1% |
| 6M | +54.2% | -12.5% | +66.8% | +53.7% |
| YTD | +75.2% | -9.8% | +85.0% | +71.9% |
| 1Y | +107.5% | +30.0% | +77.5% | +86.6% |
| 3Y | +226.8% | +942.2% | -715.5% | +77.8% |
| 5Y | +251.2% | +236.8% | +14.4% | +100.2% |
| All | +366.9% | +545.6% | -178.8% | +149.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling