-36.0%
ALK vs SOXQ
+96.6%
-132.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +0.5% |
| 7D | -3.1% | +2.3% | -5.4% | -4.1% |
| 30D | -17.1% | -3.9% | -13.2% | -15.9% |
| 3M | -3.8% | -4.7% | +1.0% | -4.6% |
| 6M | -5.3% | +47.9% | -53.2% | -30.2% |
| YTD | -20.3% | +64.3% | -84.6% | -43.3% |
| 1Y | -36.0% | +95.7% | -131.7% | -53.2% |
| All | -36.0% | +96.6% | -132.6% | -53.2% |
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