+87,775.7%
AAPL vs SOXX
+2,514.7%
+85,261.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.7% | +6.3% | +5.1% |
| 7D | -0.5% | +3.0% | -3.5% | -2.3% |
| 30D | +7.1% | -3.1% | +10.2% | +8.3% |
| 3M | +12.1% | -4.4% | +16.5% | +9.9% |
| 6M | +25.4% | +52.9% | -27.5% | -8.7% |
| YTD | +20.5% | +72.0% | -51.6% | -19.0% |
| 1Y | +44.5% | +105.1% | -60.6% | -13.5% |
| 3Y | +85.8% | +220.6% | -134.8% | -20.5% |
| 5Y | +124.8% | +244.8% | -120.0% | -11.4% |
| 10Y | +1,284.7% | +1,537.1% | -252.5% | +105.4% |
| All | +87,775.7% | +2,514.7% | +85,261.0% | +8,585.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling