+127.8%
AAPL vs SOXX
+247.7%
-119.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.1% | +1.0% |
| 7D | +3.8% | +1.4% | +2.5% | +3.2% |
| 30D | +9.9% | -3.6% | +13.5% | +11.1% |
| 3M | +12.5% | -10.2% | +22.6% | +14.2% |
| 6M | +27.6% | +54.2% | -26.6% | -0.9% |
| YTD | +22.6% | +75.2% | -52.7% | -11.2% |
| 1Y | +45.0% | +107.5% | -62.5% | -4.4% |
| 3Y | +87.8% | +226.8% | -139.0% | -9.7% |
| All | +127.8% | +247.7% | -119.9% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling