+33.9%
AAPL vs SOXX
+117.6%
-83.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -2.7% |
| 7D | +0.1% | +2.2% | -2.1% | 0.0% |
| 30D | +3.0% | -2.0% | +5.0% | +3.0% |
| 3M | +2.9% | -13.7% | +16.6% | +3.5% |
| 6M | +22.1% | +52.4% | -30.3% | +9.4% |
| YTD | +18.0% | +72.8% | -54.8% | +3.6% |
| 1Y | +33.9% | +113.9% | -80.0% | +21.1% |
| All | +33.9% | +117.6% | -83.6% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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