+1,278.0%
AAPL vs SOXX
+1,581.3%
-303.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.1% | +0.8% |
| 7D | +3.8% | +1.4% | +2.5% | +3.0% |
| 30D | +9.9% | -3.6% | +13.5% | +11.4% |
| 3M | +12.5% | -10.2% | +22.6% | +14.5% |
| 6M | +27.6% | +54.2% | -26.6% | -6.5% |
| YTD | +22.6% | +75.2% | -52.7% | -17.4% |
| 1Y | +45.0% | +107.5% | -62.5% | -12.7% |
| 3Y | +87.8% | +226.8% | -139.0% | -21.1% |
| 5Y | +128.7% | +251.2% | -122.5% | -12.6% |
| All | +1,278.0% | +1,581.3% | -303.3% | +91.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling