+247.9%
SOXX vs RKT
-10.3%
+258.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | +1.4% | -6.3% | +7.6% | +2.9% |
| 30D | -3.6% | -6.2% | +2.6% | -2.3% |
| 3M | -10.2% | -1.9% | -8.3% | -10.6% |
| 6M | +54.2% | -13.0% | +67.2% | +56.8% |
| YTD | +75.2% | -31.9% | +107.1% | +86.6% |
| 1Y | +107.5% | -37.6% | +145.1% | +124.0% |
| 3Y | +226.8% | +36.8% | +189.9% | +154.6% |
| All | +247.9% | -10.3% | +258.2% | +196.1% |
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