+52.9%
SOXX vs RKT
-15.3%
+68.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -1.0% | -2.3% |
| 7D | +3.0% | -7.2% | +10.3% | +5.0% |
| 30D | -3.1% | -7.9% | +4.8% | -1.3% |
| 3M | -4.4% | +5.2% | -9.6% | -7.6% |
| 6M | +52.9% | -14.9% | +67.8% | +54.9% |
| All | +52.9% | -15.3% | +68.2% | +54.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling