-16.6%
AFRM vs SOXQ
+48.4%
-65.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.8% |
| 7D | -5.5% | +16.4% | -21.9% | -10.3% |
| 30D | -15.5% | -13.9% | -1.6% | -11.4% |
| 3M | -10.3% | -15.1% | +4.8% | -5.8% |
| 6M | +0.6% | -10.2% | +10.8% | -0.7% |
| YTD | -11.5% | +48.7% | -60.3% | -36.5% |
| 1Y | -16.6% | +48.9% | -65.5% | -40.9% |
| All | -16.6% | +48.4% | -65.0% | -40.9% |
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