+5.1%
AFRM vs SOXQ
+286.7%
-281.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +3.1% |
| 7D | -1.3% | +0.8% | -2.0% | -2.1% |
| 30D | -2.7% | -4.6% | +1.9% | +1.5% |
| 3M | +7.4% | -10.2% | +17.6% | +12.3% |
| 6M | +40.7% | +49.7% | -9.0% | -26.8% |
| YTD | -4.0% | +67.2% | -71.3% | -58.2% |
| 1Y | -12.2% | +98.0% | -110.3% | -70.3% |
| 3Y | +203.1% | +237.2% | -34.1% | -63.8% |
| 5Y | -42.2% | +261.3% | -303.5% | -92.3% |
| All | +5.1% | +286.7% | -281.6% | -86.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling