+8.3%
AFL vs SOXQ
+98.3%
-90.1%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.9% |
| 7D | -1.6% | +0.8% | -2.4% | -1.5% |
| 30D | -4.0% | -4.6% | +0.5% | -4.5% |
| 3M | -0.5% | -10.2% | +9.7% | -1.4% |
| 6M | +6.5% | +49.7% | -43.1% | +10.2% |
| YTD | +6.2% | +67.2% | -61.1% | +11.8% |
| 1Y | +8.3% | +98.0% | -89.7% | +19.0% |
| All | +8.3% | +98.3% | -90.1% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling