-12.2%
AFRM vs SOXQ
+98.3%
-110.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +4.4% |
| 7D | -1.3% | +0.8% | -2.0% | -1.6% |
| 30D | -2.7% | -4.6% | +1.9% | -1.1% |
| 3M | +7.4% | -10.2% | +17.6% | +9.2% |
| 6M | +40.7% | +49.7% | -9.0% | +5.6% |
| YTD | -4.0% | +67.2% | -71.3% | -34.0% |
| 1Y | -12.2% | +98.0% | -110.3% | -43.5% |
| All | -12.2% | +98.3% | -110.6% | -43.5% |
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