+343.3%
AHR vs SOXQ
+174.3%
+169.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.0% |
| 7D | -2.1% | +0.8% | -2.8% | -2.1% |
| 30D | +1.9% | -4.6% | +6.5% | +2.2% |
| 3M | +15.7% | -10.2% | +25.8% | +16.1% |
| 6M | +2.5% | +49.7% | -47.2% | -4.4% |
| YTD | +15.0% | +67.2% | -52.2% | +5.8% |
| 1Y | +28.1% | +98.0% | -69.9% | +14.8% |
| All | +343.3% | +174.3% | +169.0% | +266.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling