-22.4%
ALHC vs SOXQ
+96.6%
-119.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -2.0% |
| 7D | -5.8% | +2.3% | -8.1% | -5.9% |
| 30D | -3.3% | -3.9% | +0.6% | -3.2% |
| 3M | -37.9% | -4.7% | -33.2% | -38.0% |
| 6M | -29.5% | +47.9% | -77.4% | -38.5% |
| YTD | -35.4% | +64.3% | -99.7% | -44.5% |
| 1Y | -22.4% | +95.7% | -118.1% | -34.7% |
| All | -22.4% | +96.6% | -119.1% | -34.7% |
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 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