+3.2%
AA vs SOXQ
+258.1%
-254.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -1.2% |
| 7D | -3.4% | +0.8% | -4.2% | -3.8% |
| 30D | -5.8% | -4.6% | -1.2% | -3.1% |
| 3M | -29.9% | -10.2% | -19.7% | -26.9% |
| 6M | -27.0% | +49.7% | -76.7% | -47.0% |
| YTD | -8.7% | +67.2% | -76.0% | -38.6% |
| 1Y | +50.6% | +98.0% | -47.4% | -9.6% |
| 3Y | +74.1% | +237.2% | -163.1% | -30.5% |
| All | +3.2% | +258.1% | -254.9% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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