-1.0%
ALK vs SOXQ
+45.5%
-46.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.1% | +11.9% | +10.0% |
| 7D | +12.4% | -12.1% | +24.5% | +18.2% |
| 30D | +2.1% | -22.0% | +24.1% | +13.1% |
| 3M | -23.9% | -15.6% | -8.3% | -18.9% |
| 6M | +8.2% | -2.4% | +10.6% | -2.9% |
| YTD | -20.5% | +45.4% | -65.8% | -46.6% |
| 1Y | -1.0% | +47.7% | -48.7% | -34.3% |
| All | -1.0% | +45.5% | -46.5% | -34.3% |
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