+107.2%
APA vs SOXQ
+45.5%
+61.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.1% | -3.8% | -7.4% |
| 7D | -13.0% | -12.1% | -0.9% | -15.2% |
| 30D | +2.0% | -22.0% | +24.0% | -2.9% |
| 3M | +24.9% | -15.6% | +40.5% | +21.2% |
| 6M | +7.2% | -2.4% | +9.5% | +12.4% |
| YTD | +87.1% | +45.4% | +41.7% | +113.9% |
| 1Y | +107.2% | +47.7% | +59.5% | +138.4% |
| All | +107.2% | +45.5% | +61.7% | +138.4% |
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