-7.2%
AON vs SOXQ
+232.9%
-240.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.4% | -1.5% |
| 7D | -6.3% | +0.8% | -7.1% | -6.2% |
| 30D | -14.1% | -4.6% | -9.5% | -14.3% |
| 3M | -9.5% | -10.2% | +0.7% | -9.8% |
| 6M | -4.0% | +49.7% | -53.7% | -4.0% |
| YTD | -13.8% | +67.2% | -81.0% | -14.0% |
| 1Y | -18.3% | +98.0% | -116.3% | -19.2% |
| 3Y | -7.2% | +237.2% | -244.3% | -16.3% |
| All | -7.2% | +232.9% | -240.1% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling